A plan for today, tomorrow and generations to come

Train along mountain range

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.

  • Martin-Maffei

    Martin Maffei

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CO
    • CT
    • DC
    • FL
    • IN
    • MA
    • MD
    • NJ
    • NY

    Martin works with high net worth families and businesses through a comprehensive financial planning process to achieve their wealth management goals. As a Certified Financial Planner™ professional, he concentrates on investment strategies, retirement planning and estate planning to provide integrated solutions to any situation. One of his core beliefs is that every investor should have a long-term asset allocation strategy, and be able to articulate it. He empowers his clients through self-discovery so that together, they can arrive at the optimal solution to any of their needs. He is dedicated to providing high-quality, personalized advice that will simplify and improve his clients’ lives.

    Previously, Martin was a Financial Consultant at Fidelity Investments for 10 years where he was responsible for financial planning and portfolio management of 450 high-net-worth families and businesses, representing more than $750 million in assets.

    Martin is the President of the Boston College Fairfield County Alumni chapter and is actively involved in the community. He is a graduate of Boston College where he earned a B.S. in Finance. Martin is bilingual and grew up speaking both English and Spanish as his parents are from Panama originally. Martin and his wife Allison live in Stamford with their two year old son Chase.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • Boston College, B.S. Finance
    • CERTIFIED FINANCIAL PLANNER™
    600 Washington Blvd
    Stamford, CT 06901
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    Andrea Anderson

    Client Associate

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    • CA
    • CO
    • CT
    • FL
    • IN
    • MA
    • MN
    • NC
    • NH
    • NJ
    • NY
    • OR
    • PA
    • TX
    • VT
    • WA

          600 Washington Blvd
          Stamford, CT 06901

        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

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