Wealth advice that helps inspire confidence

Today’s retirement plan landscape is changing rapidly. As a plan sponsor, you may face daily challenges optimizing your plan, meeting your fiduciary and regulatory obligations, and educating your employees. We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity.

Mother daughter on couch

Jonathan Mack, CRPS

Financial Advisor

Registered States:
  • CT
  • FL
  • IL
  • MA
  • NH
  • NJ
  • NY
  • RI

Credentials

  • Chartered Retirement Plans Specialist
  • Retirement Plan Consultant
10 Chestnut Street
Suite 600
Worcester, MA 01608
  • (508) 831-1024

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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