Insight-based advice

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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.

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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.

  • James-Nowakowski

    James Nowakowski

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • MI
    • NC
    • NJ
    • OH
    • OR
    • SC
    • TX
    • WA
    • WI

    James, who wanted to apply his business skills and help people achieve their financial goals, has worked in the financial services industry since 1966. He joined PaineWebber, UBS’s predecessor firm, in 1992. He earned a B.S. degree in business administration from Wayne State University and a M.S.A. degree in business administration from Central Michigan University. James and his wife, Sharon, have been married for 40 years. They have two children, Rebecca and Kevin and two grandsons. Outside of the office, James enjoys golf, fishing, traveling, classic cars, and boating.

      • Wayne State University, B.S. in Business Administration
      • Central Michigan University, M.S.A. in Business Administration
        2301 West Big Beaver Road
        Somerset Place Office Building
        Troy, MI 48084
      • Kevin-Nowakowski

        Kevin Nowakowski

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • MA
        • ME
        • MI
        • MO
        • NC
        • NJ
        • OH
        • OR
        • PA
        • SC
        • TX
        • WA
        • WI

        Kevin began his career in financial services in 1993 when he joined Paine Webber, UBS’s predecessor firm, after he graduated from Michigan State University with a B.A. degree in finance. Since then, he has qualified as a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning CounselorSM and an Accredited Asset Management SpecialistSM. Kevin and his wife, Stephanie, have two sons, Nicholas and Justin. Outside of the office, he enjoys fishing, golf, travelling and watching auto races.

          • Michigan State University, B.A. in Finance
            2301 West Big Beaver Road
            Somerset Place Office Building
            Troy, MI 48084
          • Clare-Mangiapane

            Clare Mangiapane

            Senior Client Associate

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            • AZ
            • CA
            • CO
            • FL
            • MA
            • MI
            • OH
            • TN
            • TX
            • WI

            Clare, who has been with the firm since 1993, enjoys assisting Jim and Kevin in helping people to achieve their financial goals and plan for the future. In 1996, Clare came to work in the Troy office as a branch administrator. After 12 years in that role, she joined The Nowakowski Team as a Registered Client Service Associate. She supports the team by handling the administrative aspect of the business and assisting clients with account maintenance. Clare was a business major at Michigan State University where she earned a B.A. degree in finance.

              • Michigan State University, B.A. in Finance
                2301 West Big Beaver Road
                Somerset Place Office Building
                Troy, MI 48084

              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.

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              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

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              UBS is a world-leading wealth manager