Let's move forward. Together.

Person on top of a mountain

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

Kathryn (Trengali) Letvinchuk

Authorized Officer

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • LA
  • MA
  • MD
  • MN
  • MT
  • NE
  • NH
  • NV
  • NY
  • OR
  • TX
  • UT
  • WA
  • WI
  • WY
1155 Elm Street
Suite 501
Manchester, NH 03101
  • (415) 963-5218

Email Me

One relationship. All of Private Wealth Management.

Focus on liquidity management


Empowering women

CIO House View monthly livestream

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

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager