Insight-based advice

Observatory on mountain top

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.

Retired couple

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.

  • James Fogarty Profile Photo

    James Fogarty, CRC

    Senior Vice President–Wealth Management

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IA
    • MA
    • MD
    • ME
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NY
    • OR
    • PA
    • SC
    • VA
    • WA

    Jim Fogarty has been serving the financial consulting and wealth management needs for successful investors for over 30 years. Jim specializes in investment and retirement planning for individuals and businesses and has completed advanced training in estate planning. He is an active member of the Institute for Financial Planning, the American Institute for Economic Research and the New Hampshire Estate Planning Council. Jim has a degree in economics from St. Anselm College and his MBA in finance from Pace University. He is married to Dorothy and has two children.

      • St. Anselm College, Economics
      • Pace University, MBA in Finance
        40 Congress Street
        Portsmouth, NH 03801
      • Stephen Demarais Profile Photo

        Stephen Demarais

        Vice President–Wealth Management

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • MA
        • MD
        • ME
        • NC
        • NE
        • NH
        • NJ
        • NY
        • OR
        • PA
        • SC
        • VA

        Steve has earned the title of Accredited Wealth Advisor through advanced study at UBS. Prior to his financial advisory career, Steve held senior positions in the high technology industry in Boston and New York and was CEO of an international technology company. Steve's extensive business experience is invaluable in helping business clients navigate complex planning and estate issues.

        In addition to working with individuals and families, Steve specializes in Business Transition Financial Planning. Steve collaborates with business owners and their trusted advisors, to create financial plans and strategies that create a road map for successful business transition for family and closely held businesses. In the community, he is a member of the NH Estate Planning Council and has served as a director on nonprofit, educational and club boards. He currently serves as a Director and Trustee of the NHSPCA.  Steve is a product of the Whittemore School of Business at the University of New Hampshire.

          • Whittemore School of Business at the University of New Hampshire
            40 Congress Street
            Portsmouth, NH 03801
          • Richard DeMarco Profile Photo

            Richard John "Rich" DeMarco Jr.

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AZ
            • CO
            • CT
            • DC
            • FL
            • GA
            • IL
            • MA
            • ME
            • MI
            • NC
            • NH
            • NM
            • NV
            • NY
            • OK
            • OR
            • PA
            • SC
            • TX
            • VA
            • VT

            An experienced financial services professional since 1998, Rich provides highnet-worth clients with premium advice and service, while helping them achieve their long-term financial goals. At UBS, Rich’s training and experience enables his team to better navigate the firm’s specialists, resources and offerings. He obtained his B.S. degree from the University of New Hampshire (UNH) with concentrations in finance & marketing. Rich holds his Series 7, 63, 65, and 31 securities licenses.

             A native of Salem, NH, Rich has lived in Kittery, ME since 2004 with his wife, Kristina, son, Christian, and cats, “Stamp” and “Cygnus”. In his spare time, he enjoys spending time with his family and is involved in baseball and softball, golf, downhill skiing, water sports (boating, water skiing, knee boarding, wakeboarding, surfing), “off-roading” and slot cars. He is co-chair for the Kittery Parks Commission and a board member and coach for Kittery Little League and the Portsmouth Coed Softball League. Rich is active with the UNH CEO Forum, Energy Marketers Association of NH, Maine Energy Marketers Association, PGANE, Association of Retiring Dentists, Appalachian Mountain Club, Kittery Land Trust, NH Slot Car Club and GTO Association of Maine.

             

              • University of New Hampshire, B.S.
              • Portfolio Manager
              40 Congress Street
              Portsmouth, NH 03801
            • Apryl Cowper Profile Photo

              Apryl Gadbois Cowper

              Senior Client Associate

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              • CA
              • MA
              • ME
              • NH

              A professional in the financial services industry since 2000, Apryl excels in providing office management and administration support for financial advisors in the Portsmouth Branch. She believes in being proactive and providing the highest level of client service to each client.  She holds her Series 7, 63, 9 & 10 securities licenses.

              Born in Massachusetts, Apryl moved to Texas during her childhood and came back to New England in 1998. Apryl resides in Dover, NH with her husband, Adam and sons Austin and Dillon.  In her spare time she enjoys reading, traveling and spending time with family and friends.

                    40 Congress Street
                    Portsmouth, NH 03801
                  • Christine Brigham Profile Photo

                    Christine Brigham

                    Senior Client Associate

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                    • CT
                    • FL
                    • MA
                    • ME
                    • NH
                    • NJ
                    • NY
                    • VT

                    Christine Brigham shows a commitment to excellence and drive to succeed that is clearly demonstrated in her work ethic. She believes that putting client's interests first is the key to the long-term success of Market Square Capital Advisors. Christine's previous experience includes 14 years at Morgan Stanley and six years with Smith Barney. She graduated from the University of New Hampshire with a major in psychology and a minor in mathematics. Christine is married with a son and daughter and is an avid supporter of her children's youth athletic programs.

                      • University of New Hampshire, Psychology
                        40 Congress Street
                        Portsmouth, NH 03801

                      The circular economy: What is it?

                      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.

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                      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