Global access. Strategic solutions.

Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Matthew Terry

Senior Vice President–Wealth Management

My career in the financial services industry began in 1986 after graduating from the University of Vermont with a B.S. degree in Finance. During this time I have developed a practice that utilizes customized financial planning to focus on the individual needs of my clients who come from a variety of backgrounds. While no client can be classified as "typical" -- most of the household relationships are with clients whose net worth is between $10 million and $25 million. In 2006, I completed the firm's comprehensive training and was given the title of Private Wealth Advisor.

Personal & Community

  • Active member of Fairfield College Preparatory School Alumni and Fathers' Club Organizations
  • Personal interests include golf, paddle tennis, running, wine collecting and cooking
  • Married to Martha Terry with four sons: James, Brendan, Gregory and Colin
Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • MA
  • MI
  • MO
  • NC
  • NJ
  • NM
  • NV
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT

Education

  • B.A. Finance, University of Vermont

Credentials

  • Private Wealth Advisor
600 Washington Blvd
Stamford, CT 06901
  • (203) 705-4258

Email Me

Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

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

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