How can you pursue what matters most?

Chess pieces on a chessboard

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.

  • James MacDonald Profile Photo

    James MacDonald

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • FL
    • IL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NY
    • PA
    • RI
    • SC
    • TN
    • VA

    Jim offers close to 30 years of wealth management experience.  Prior to joining UBS, he spent his career at some of the top named financial institutions.  He is a member of Portsmouth Country Club of NH and Pinehurst Country Club of North Carolina where he enjoys playing golf with his friends and his two sons. Jim did his undergraduate work at the University of Massachusetts in Amherst, MA where he studied English.  He resides on his gentleman's farm in North Carolina with his wife, Susan.

      • University of Massachusetts, English
        11 S Main Street
        3rd Floor
        Concord, NH 03301
      • Walter Razzaboni Profile Photo

        Walter Razzaboni, CFP

        Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • DC
        • FL
        • IL
        • MA
        • MD
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NY
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WV

        Walter has over 15 years of wealth management experience.  He received the Certified Financial Planner™ designation in June of 2011.  This rigorous curriculum gives him the knowledge necessary to analyze every aspect of a client's investment need.  Walter has his Bachelors Degree from Bentley College in Waltham, MA and Masters Degree from Boston University in Boston, MA where he studied business.  He is involved in The Front Door Agency, where he serves on the Board of Directors, enjoys cooking and hiking in the New Hampshire White Mountains.  Walter resides in Nashua, NH with his son.

          • Bentley College, Bachelor's Degree
          • Boston University, Masters Degree
          • CERTIFIED FINANCIAL PLANNER™
          • CA Insurance License # 0H76622
          1155 Elm Street
          Suite 501
          Manchester, NH 03101
        • Susan Buehler Profile Photo

          Susan Buehler

          Senior Client Associate

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          • NC
          • NH

          Susan has over 30 years of experience in the financial services industry. Prior to joining UBS, she was the Branch Service Manager and the Operations Manager at top named financial institutions. She enjoys crafting, gardening, horseback riding, and spending time outdoors with the animals at her farm. She has her Associates degree from Bryant College in Smithfield, RI. Susan resides on her farm with her husband Jim.

            • Bryant College, Associates Degree
              11 S Main Street
              3rd Floor
              Concord, NH 03301
            • Erin Ball

              Erin Ball

              Client Associate

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              • AZ
              • CA
              • CO
              • CT
              • FL
              • GA
              • IA
              • IL
              • MA
              • MD
              • ME
              • NC
              • NH
              • NJ
              • NY
              • RI
              • SC
              • TX
              • VA
              • VT

              Erin joined UBS in 2019 as a Register Client Service Associate. Prior to joining UBS, she worked at Fidelity Investments assisting 401(k) participants in creating retirement plans. She attended Norwich University where she earned her BA in Psychology and BS in Elementary Education.

              Erin currently resides in Bradford, New Hampshire with her husband, two daughters, and two dogs. She enjoys reading, spending time outdoors, gardening, and traveling.

                • Norwich University, BA Psychology
                • Norwich University, BS Elementary Education
                  1155 Elm Street
                  Suite 501
                  Manchester, NH 03101

                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

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