The way forward

Today, tomorrow and for generations to come

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. 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.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Pensive Man On Boat

Michael Szablak, CFP

Vice President–Wealth Management

Financial Advisor

Michael came to UBS in early 2020 after a successful career at Fidelity Investments as a Financial Consultant within their Private Client Group in Boston. In this position, Michael was in charge of financial planning and investment strategy for over 400 families and businesses representing over $1.1 billion in assets. Michael is best known for his comprehensive planning approach which combines investment and tax strategy to maximize growth and increase his clients' net worth.

Registered States:
  • AL
  • CA
  • CT
  • DC
  • FL
  • MA
  • ME
  • MS
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • TX
  • VA
  • VT

Education

  • MBA, Carroll School of Management at Boston College
  • Bachelor of Arts in Economics, Wheaton College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor

Financial planning
Retirement planning
Executive compensation
Corporate executives
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
  • (617) 439-8211

Email Me

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

Insights