Let's move forward. Together.

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.

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Roger LaPointe, Jr

Senior Vice President–Wealth Management

Financial Advisor

It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone?” Together, I know we can find the answers.

Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. Over the last 25 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter. Roger began his career 28 years ago, at Dean Witter Reynolds, whom later merged with Morgan Stanley where he remained for 20 years until joining UBS in December of 2008. 

Roger has extensive experience in providing a variety of Wealth Management Solutions to High Net Worth families. In addition to asset allocation and total portfolio management, he provides strategies in educational funding, retirement planning, retirement plans for small to mid-size businesses, along with liability management services within his team's practice. Roger also provides guidance, along with the firm's Business Development Group, by assisting owners with an in depth analysis of their businesses in the event of a consideration of a sale. 

Roger is an avid boater, and holds his Merchant Mariners Captain's license Credential. He also enjoys skiing, swimming and attending his sons soccer & lacrosse games at Saint John's Prep. He has been a member of the Mount Washington Valley Chamber of Commerce for the last 21 years as well as a supporter of Starting Point, an organization for victims of domestic violence in the Mt. Washington Valley area.

He resides in Georgetown, Massachusetts, with his wife and three sons.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • ME
  • MO
  • NH
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SD
  • TX
  • VI
  • VT

Education

  • Finance, Merrimack College

Credentials

  • Chartered Retirement Plans Specialist
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
  • (617) 439-8545

Email Me

The circular economy: What is it?

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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