Wealth advice for your life's goals

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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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.

Mitchell Riesenberger

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CT
- FL
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- PA
- TN
- TX
- VA
- WA
- WV
Mitch Riesenberger serves as trusted advisor to clients who prefer to address the financial issues that play a vital role in determining the quality of life for themselves and their families. Through a tailored goals-driven planning process, Mitch and his team are dedicated to developing for each client a financial blueprint that brings his or her priorities into view and addresses the risks that stand in the way. Whether it involves crafting a thoughtful investment strategy, addressing complex tax and estate planning issues, or designing a philanthropic giving program, Mitch believes proper planning can clear the path to a life well lived.

Prior to joining UBS Financial Services in 2015, Mitch and his team built relationships with his clients at the U.S. private banking group at Credit Suisse for 16 years. His appreciation for the role of steward of family wealth grew over years of guiding clients through challenging and confusing financial markets. Mitch is grateful for the opportunity to provide for his family by giving advice and support to the families of his clients.

Mitch is also passionate about athletics, volunteering in coaching several youth sports for his three children. He also runs the Boston Marathon annually to raise funds for the American Liver Foundation. In addition, Mitch serves on the Board of Directors of Dress For Success Boston, an organization that provides business attire and job search skills for at-risk women in the Boston area. Mitch gives back to his alma mater, the University of Rochester by counseling undergrads on career planning and serving on an alumni advisory council for Delta Kappa Epsilon fraternity.
- University of Rochester
One Post Office Square
33rd Floor
Boston, MA 02109

mitchell.riesenberger@ubs.com

Mitchell Riesenberger

One Post Office Square,Boston,MA,02109
Jonathan Sachsel

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- FL
- HI
- IN
- KS
- MA
- MD
- ME
- MI
- MT
- NC
- NE
- NH
- NJ
- NY
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Jonathan Sachsel is a Senior Wealth Strategy Associate who taps into nearly two decades of experience in the financial sector to provide his clients with a seamless financial management experience. Jonathan’s attention to customer service and detail-oriented approach define his role at UBS. He is able to coordinate all aspects of the client relationship, providing the day to day support that high net worth individuals and the professionals who work with them need.

Jonathan’s ability to anticipate his clients' financial needs and facilitate solutions for them makes him invaluable. He is experienced at leveraging UBS's vast resources in order to generate solutions for his clients. Jonathan's attention to detail and efficient delivery of service set him apart. In addition, Jonathan handles trading for the team. He is adept at identifying new equity ideas, seeking bonds and facilitating purchases and sales.

Jonathan started his financial services career at Paine Webber & Co. in New York before it was acquired by UBS. He began working at Credit Suisse Group in 2007 before rejoining UBS at the end of 2015.

Jonathan lives in Hamilton, Massachusetts with his wife and two sons. He holds a Bachelor of Science degree in psychology from Virginia Tech.
- Virginia Tech, Bachelor of Science Degree in Psychology
- CERTIFIED FINANCIAL PLANNER®
One Post Office Square
35th floor
Boston, MA 02109

jonathan.sachsel@ubs.com

Jonathan Sachsel

One Post Office Square,Boston,MA,02109

Mitchell Riesenberger

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CT
- FL
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- PA
- TN
- TX
- VA
- WA
- WV
Mitch Riesenberger serves as trusted advisor to clients who prefer to address the financial issues that play a vital role in determining the quality of life for themselves and their families. Through a tailored goals-driven planning process, Mitch and his team are dedicated to developing for each client a financial blueprint that brings his or her priorities into view and addresses the risks that stand in the way. Whether it involves crafting a thoughtful investment strategy, addressing complex tax and estate planning issues, or designing a philanthropic giving program, Mitch believes proper planning can clear the path to a life well lived.

Prior to joining UBS Financial Services in 2015, Mitch and his team built relationships with his clients at the U.S. private banking group at Credit Suisse for 16 years. His appreciation for the role of steward of family wealth grew over years of guiding clients through challenging and confusing financial markets. Mitch is grateful for the opportunity to provide for his family by giving advice and support to the families of his clients.

Mitch is also passionate about athletics, volunteering in coaching several youth sports for his three children. He also runs the Boston Marathon annually to raise funds for the American Liver Foundation. In addition, Mitch serves on the Board of Directors of Dress For Success Boston, an organization that provides business attire and job search skills for at-risk women in the Boston area. Mitch gives back to his alma mater, the University of Rochester by counseling undergrads on career planning and serving on an alumni advisory council for Delta Kappa Epsilon fraternity.
- University of Rochester
One Post Office Square
33rd Floor
Boston, MA 02109

mitchell.riesenberger@ubs.com

Mitchell Riesenberger

One Post Office Square,Boston,MA,02109
Jonathan Sachsel

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- FL
- HI
- IN
- KS
- MA
- MD
- ME
- MI
- MT
- NC
- NE
- NH
- NJ
- NY
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Jonathan Sachsel is a Senior Wealth Strategy Associate who taps into nearly two decades of experience in the financial sector to provide his clients with a seamless financial management experience. Jonathan’s attention to customer service and detail-oriented approach define his role at UBS. He is able to coordinate all aspects of the client relationship, providing the day to day support that high net worth individuals and the professionals who work with them need.

Jonathan’s ability to anticipate his clients' financial needs and facilitate solutions for them makes him invaluable. He is experienced at leveraging UBS's vast resources in order to generate solutions for his clients. Jonathan's attention to detail and efficient delivery of service set him apart. In addition, Jonathan handles trading for the team. He is adept at identifying new equity ideas, seeking bonds and facilitating purchases and sales.

Jonathan started his financial services career at Paine Webber & Co. in New York before it was acquired by UBS. He began working at Credit Suisse Group in 2007 before rejoining UBS at the end of 2015.

Jonathan lives in Hamilton, Massachusetts with his wife and two sons. He holds a Bachelor of Science degree in psychology from Virginia Tech.
- Virginia Tech, Bachelor of Science Degree in Psychology
- CERTIFIED FINANCIAL PLANNER®
One Post Office Square
35th floor
Boston, MA 02109

jonathan.sachsel@ubs.com

Jonathan Sachsel

One Post Office Square,Boston,MA,02109

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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Wealth advice for your life's goals

Pursuing your goals together

Mitchell Riesenberger

Jonathan Sachsel