Planning for what matters

Young family on beach

Our mission at The Keyser Group is to provide personalized private and corporate wealth management services customized to your needs. For over two decades, our experienced team has been dedicated to servicing business owners, corporate executives, entrepreneurs and affluent clients of all backgrounds with advanced wealth planning. You benefit from our knowledge and experience to help simplify your financial life by offering comprehensive advisory services.

Our consultative approach helps to build strong relationships with clients by providing advice beyond investing. Financial advice is more important today than ever. The strong relationship helps our understanding of your unique needs at every stage of your financial life or career. Our wealth management focus is on you and your success.

Clients seek our experience when making important decisions so they can spend more time doing what they love with the people they care most about.

- The Keyser Group

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bill Keyser Profile Photo

    Bill Keyser, CFP

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • CA
    • CT
    • DE
    • FL
    • IL
    • MA
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • TN
    • TX
    • VA
    • VT

    As the founder of The Keyser Group, Bill works closely with the CPA clients and oversees the team's wealth management and corporate service offerings.  He has extensive experience in helping high net worth families and business owners create, implement and manage advanced financial planning strategies through a variety of market cycles.  Bill works with companies of all sizes helping with various corporate financial needs and advanced planning.

    His financial career began at Merrill Lynch. Bill invested 8 years at Merrill Lynch prior to joining UBS in 2002.  It was here at UBS where he founded The Keyser Group. In 2010, he received the UBS Wealth Advisor award.  Currently, Bill is a Certified Financial Planner™, Senior Vice President – Wealth Management and Senior Portfolio Manager. He graduated with a B.S. in civil engineering from the University of New Hampshire and an MBA from Southern New Hampshire University. Bill holds Series 3, 7, 63, 65 securities licenses,  is a registered Life Insurance Producer and is a Licensed Mortgage Loan Orignator - NMLS# 1630787.

    Bill is also a certified PSIA Ski Instructor and is actively involved in the community.  When he is not at work, monitoring the markets, or on the slopes, you can find him coaching youth soccer for the Natick Soccer Club.  He lives with his wife and two children in Natick.  Bill enjoys spending time with his family and is always up for a round of golf.

      • University of New Hampshire, B.S. Civil Engineering
      • Southern New Hampshire University, M.B.A.
      • Senior Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER™
      Financial planning
      Retirement planning
      Investing
      Custom portfolios
      Asset allocation
      Equity plans
      Executive compensation
      Corporate executives
      55 William Street
      3rd Floor
      Wellesley, MA 02481
    • Ellen Barry Profile Photo

      Ellen Barry

      Senior Client Associate

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      • CT
      • FL
      • IL
      • MA
      • ME
      • NH
      • NJ
      • NY
      • RI
      • VA

      Ellen has been a part of the UBS family for 11 years and has over 30 years of financial services experience.  She is responsible for client account administration and business operational support. Ellen is known for building long-term relationships and providing exceptional client service.  Prior to joining UBS in 2007, Ellen worked for Morgan Stanley and JP Morgan Private Bank in a similar capacity.  She earned a Bachelor's Degree from Salem University and holds the Series 7, 63 securities licenses and a Retirement Certification from Bentley College. 

        • Salem University, Bachelor's Degree
          55 William Street
          3rd Floor
          Wellesley, MA 02481
        • Charlotte Duffy

          Charlotte Duffy

          Client Associate

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          • MA

          Charlotte joined UBS in the Fall of 2021 prior to her 2022 graduation from Villanova University. At Villanova, she studied Economics and Computer Science, in addition to a work study at the Villanova Career Center where she supported students and alumni through their job applications. Charlotte will be responsible for business operational support and client communication, in addition to assisting with helping clients on all aspect of our groups wealth management process. She is working toward her Series 7 and 63.

                55 William Street
                3rd Floor
                Wellesley, MA 02481

              Defining your priorities. Pursuing what matters.

              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

              Planning

              Planning-based approach

              Building

              Discretionary portfolio management

              Network of Advisors

              A network of advisors

              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

              #1

              ESG/Impact Investing

              Euromoney Private Banking and Wealth Management Survey, 2015-2022

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              #1

              Serving the next generation

              Euromoney Private Banking and Wealth Management Survey, 2020-2022