Our insights. Your plan. Simplified.

Benefits from our collaborative approach

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • Matt1

    Matthew L. Goward, CFP®

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • FL
    • IL
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NY
    • PA
    • SC
    • TN
    • TX
    • VA
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        Financial planning
        Legacy planning
        Philanthropy
        Asset allocation
        Entrepreneurs
        Cash management
        Institutional consulting
        1471 Iyanough Road (Route 132)
        Hyannis, MA 02601
      • EH

        Erik Holton

        Senior Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • CT
        • DC
        • FL
        • IL
        • MA
        • MD
        • ME
        • MI
        • MO
        • NC
        • NH
        • NJ
        • NY
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            1 Century Tower
            4th and 6th Floors, 265 Church Street
            New Haven, CT 06510
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            Julie West

            Client Associate

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                    1 Century Tower
                    4th and 6th Floors, 265 Church Street
                    New Haven, CT 06510

                  Connecting you to the deep resources of UBS

                  By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                  Accessing resources. Delivering solutions.

                  Accessing resources. Delivering solutions.

                  Foundations and endowments

                  Foundations and endowments

                  Goals-based planning

                  Goals-based planning

                  Year Ahead 2023

                  A year of inflections

                  Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

                  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

                  More than 150 years

                  offering financial advice