Let's move forward. Together.

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

[PWM] Multigenerational family going for walk

  • KT

    Kathryn (Trengali) Letvinchuk

    Authorized Officer

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • LA
    • MA
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    • MN
    • MT
    • NE
    • NH
    • NM
    • NV
    • NY
    • OR
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    • TX
    • UT
    • WA
    • WI
    • WY

    Kathryn embraces a model of integrated wealth management, navigating the complexities of personal finance—including investments, estate planning, cash flow generation, insurance, and more—to create comprehensive financial advisory solutions.

    Prior to joining UBS Private Wealth Management in San Francisco in 2016, Kathryn worked as the Branch Office Administrator in the Boston UBS office for two years. She currently holds the Series 7 and 66 securities registrations as well as the Life, Health, and Accident Insurance License.

    Kathryn graduated with honors from Syracuse University, where she received her Bachelor of Arts in Economics and Bachelor of Arts in International Relations.

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          Manchester, NH 03101

        One relationship. All of Private Wealth Management.

        US banking sector update: Where we are now


        Empowering women

        Retirement planning

        Retirement 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.

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        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

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        UBS is a world-leading wealth manager