Let's move forward. Together.

International space station

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Seats in a stadium

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.

  • Paul Stanislau Photo

    Paul Stanislau, CIMA, CPM

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • MA
    • MI
    • NC
    • NH
    • NJ
    • NY
    • VA

    Paul earned his BS degree from Rutgers University in 1973.  His financial services career began in 1984.  Since that time Paul has received his Certified Investment Manager Analyst Certification from the prestigious Wharton School of Business and obtained his Certified Portfolio Manager designation from Columbia University.  Paul specializes in the area of Portfolio Management and Construction.  In his spare time he enjoys playing golf and spending time with family and friends.  Paul currently resides in Jensen Beach FL.

        • Certified Investment Management Analyst®
        • Certified Portfolio Manager®
        • Senior Portfolio Manager
        712 South East Ocean Boulevard
        Ground Floor
        Stuart, FL 34994
      • Karen Glenton Photo

        Karen Glenton

        Senior Client Associate

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        • FL

        Karen has worked in the Financial Services Industry since December 1999 and as Paul's Administrative Assistant since 2005.  Karen believes in providing superior customer service to our clients and takes pride in building long standing relationships and helping others navigate through their short and long term goals.  Originally from Long Island, NY and presently residing in Port St Lucie, FL with her husband John and their three rescue cats Jaspur, Velvet and Patches.  John and Karen enjoy fishing and spending time with their 10 year old grandson, Noah.

              712 South East Ocean Boulevard
              Ground Floor
              Stuart, FL 34994

            The Year Ahead - Sustainable Investing

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational 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.

            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