Plan for success

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With the skill to manage your entire financial life and the commitment to engage each generation of your family, Kolton Wood Wealth Management offers thoughtful advice and education to meet your goals. We strive to be your personal advocate, providing the kind of customized solutions that build lasting relationships.

Our entire team is dedicated to understanding your distinct financial needs and protecting the lifestyle you have so carefully built. We provide a diverse clientele of business owners, professionals, retirees and affluent families with financial planning and personalized portfolio management in every market condition.

The depth of our experience has given us a rounded perspective on wealth planning. We strive to always offer advice that is relevant to your life and your success.

- Kolton Wood Wealth Management

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.

  • Myra G. Kolton

    Myra Kolton

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • TX
    • VA
    • VT
    • WA

    As the founder of the Kolton Wood Wealth Management Team, Myra’s experience has proved invaluable to the group’s clients by building custom, tax-free bond portfolios, equity valuations, and by providing steadfast advice for managing money in every possible market environment. Her affinity for satisfying her clients’ needs is easy to understand given the depth of her experience in the marketplace. Myra recently celebrated her 50th anniversary with UBS and over 54 years in the financial industry (the first four with a predecessor of UBS). 

    A proud graduate of Vassar College, Myra lives in Chestnut Hill and is an accomplished and avid duplicate bridge player. Her philanthropic interests include The West End House, the Dana-Farber Cancer Institute, Vassar, Brandeis University and Girls’ Latin School/Boston Latin Academy.

          One Post Office Square
          32nd and 33rd floors
          Boston, MA 02109
        • Thomas Wood

          Thomas Wood

          Managing Director–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • ID
          • IL
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • TN
          • TX
          • VA
          • VT
          • WA

          Tom has been with UBS since 2001. He began his financial services career with Smith Barney as a consulting group analyst in 1998. Tom is a CERTIFIED FINANCIAL PLANNER, a designation earned after fulfilling rigorous academic and ethical standards. He also gained the Endowment & Foundation Consultant (EFC) business designation. The designation is offered through UBS Institutional Consulting Program and enables him to work more closely with clients on their philanthropic endeavors.

          He applies this expertise by working closely with clients to develop comprehensive financial plans, estate plans and manage investment portfolios.

          Tom earned his B.A. in economics and business from Lafayette College in Easton, PA.  He holds a Series 7, 31, 63 and 66 securities licenses as well as life, disability and annuity insurance licenses.  A native of Southborough, Tom is a graduate of St. Mark’s School, where he remains active in the Alumni Association as a class agent, member of the Alumni Executive Committee and the Headmaster’s Advisory Council.  Tom also volunteers for the Sudbury Senior Center, where he delivers sand buckets and groceries to seniors in need.

          Tom and his wife, Emily, live in Sudbury with their two children, Henry and Maggie, and dog, Cisco. In his free time, Tom enjoys spending time on Nantucket with his family, surfing and fishing and watching his kids participate in athletics.  Henry plays hockey and Maggie plays soccer.

           

          • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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.
          • On Wall Street – Top 40 Advisors Under 40, 2015The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.

          • Lafayette College, B.A. in Economics and Business
            One Post Office Square
            32nd and 33rd floors
            Boston, MA 02109
          • Kelley A. Bowker

            Kelley Bowker

            Client Associate Senior

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              Kelley joined UBS in 1994 and has been the cornerstone of the group’s commitment to exceeding client expectations.  She is a primary reason for why the group enjoys such unprecedented loyalty from their clients.  Kelley grew up in Hopkinton and graduated from Northeastern University with a B.S. in economics and English.  She holds her Series 7 securities license.

              Kelley resides in South Boston.  In her spare time, she volunteers for local Boston charities and enjoys gardening, cooking, paddle boarding, and hikes with her Lab, Finn.    

                • Northeastern University , B.S. in Economics and English
                  One Post Office Square
                  32nd and 33rd floors
                  Boston, MA 02109
                • Reed Kennedy

                  Reed Kennedy

                  Senior Wealth Strategy Associate

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                  • CA
                  • CT
                  • FL
                  • ID
                  • MA
                  • ME
                  • MI
                  • NH
                  • NJ
                  • NY
                  • RI
                  • VT

                  As a member of the Kolton Wood Wealth Management team, Reed has embraced the process of building tailored plans and strategies based on an understanding of client needs, goals, and risk tolerance. Reed heads the team’s comprehensive financial planning process, reviewing topics such as retirement planning, asset allocation, investment management, and insurance needs. He oversees the team’s fixed income strategies and works closely with clients to manage their bond portfolios, utilizing municipal, government, and corporate fixed income as well as short-term cash alternatives. He collaborates with the team in analyzing portfolios and presenting investment solutions tailored to clients’ individual needs.

                  Reed began full employment at UBS after his graduation from The College of the Holy Cross in 2015 where he was a member of the men’s lacrosse team. Prior to graduating, Reed worked on the UBS Sales & Trading Floor in Weehawken, NJ. Reed holds Series 7 and 66 securities licenses.

                   A native of Marblehead, Reed is a graduate of The Governor's Academy. He now resides in Boston. In his spare time, he enjoys golfing, skiing, and spending time on the water.

                    • College of the Holy Cross , B.A. in Political Science
                      Financial planning
                      Legacy planning
                      Custom portfolios
                      Investing
                      Asset allocation
                      Alternative investments
                      One Post Office Square
                      32nd and 33rd floors
                      Boston, MA 02109

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                    Timely guidance from a disciplined team

                    family

                    Wealth management for every stage of life

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                    Service focused on one goal: your success

                    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

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