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Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Justin Glucksman

Senior Vice President–Wealth Management

Justin joined UBS in 2005 after receiving his BS in Finance and Accounting from Northeastern University. He focuses on the challenges associated with concentrated holdings and specializes in the development of customized equity sales strategies for founders, executives and directors of publicly traded companies. Justin also helps his clients work through goal-based financial planning and the implementation of estate and legacy strategies. 

In his free time, Justin enjoys spending time outdoors fishing and snowboarding. He is also an avid cyclist and is a multi-year supporter of and participant in the Pan Mass Challenge. He currently resides in Winchester, MA with his wife and two young children.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WY

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • BS in Finance and Accounting, Northeastern University

Credentials

  • Private Wealth Advisor
200 Clarendon Street
24th Floor
Boston, MA 02116
  • (617) 247-6381

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Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

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Executive decisions

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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