Lasting relationships. For all that matters

A team of rowers rowing a boat

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Opera house

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.

  • Timothy-Kelly

    Timothy Kelly

    Executive Director

    Financial Advisor

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          8 Wright Street
          3rd Floor
          Westport, CT 06880

        Focus on liquidity management

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        Tree

        UBS and Credit Suisse—stronger than ever

        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

        $3.9 trillion

        In invested assets globally 
        As of 12/31/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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