A plan for today, tomorrow and generations to come

Grasso Wealth Management

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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  • Ronald Grasso

    Ron Grasso, AIF, CFP, CIMA, CDFA, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CT
    • FL
    • IL
    • MA
    • ME
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • TN
    • TX
    • VA

    A commitment to our client’s goals

    We like to say we take a “small business approach” to working with our clients. What does that mean? It means we conduct ourselves based on the characteristics that support successful small businesses.

    Ron works alongside his clients to provide clear and practical financial guidance. He focuses on helping them make informed decisions by evaluating options thoroughly, identifying opportunities, and maintaining a conservative and responsible approach. His work is grounded in integrity, diligence, and a commitment to supporting each client’s success.

     

    Experience

    • Over 30 years of industry experience
    • Ron joined UBS in 2022

     

    Education and Credentials

    • BA from the University of Massachusetts at Amherst.
    • Awarded the Certified Financial Planner (CFP®) in 2005.
    • Awarded Certified Investment Management Analyst® (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania.
    • Certified Divorce Financial Analyst (CDFA®)
    • Certified Exit Planning Advisor® (CEPA®)
    • Mortgage Loan Originator (MLO), NMLS ID 18156

     

    Personal

    • A proud New Englander. Grew up in Lynnfield.
    • An active alumnus, Ron served on the Board of Directors for both UMASS Amherst’s Foundation and its Alumni Association (past president).
       

        • Certified Investment Management Analyst®
        • Certified Divorce Financial Analyst
        • CERTIFIED FINANCIAL PLANNER®
        • Certified Exit Planning Advisor
        Financial planning
        Retirement planning
        Estate planning strategies
        Exit planning
        Asset allocation
        Multi-generational families
        Business owners
        Entrepreneurs
        8 Essex Center Drive
        2nd Floor
        Peabody, MA 01960
        ronald.grasso@ubs.com
        Ron Grasso, AIF, CFP, CIMA, CDFA, CEPA
        8 Essex Center Drive,Peabody,MA,01960
      • Shawn Rivers

        Shawn Rivers

        Registered Client Associate

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        • AZ
        • AZ
        • CT
        • CT
        • FL
        • FL
        • IL
        • IL
        • MA
        • MA
        • ME
        • ME
        • NH
        • NH
        • NJ
        • NJ
        • NY
        • NY
        • PA
        • PA
        • RI
        • RI
        • TN
        • TN
        • TX
        • TX
        • VA
        • VA

        Building Trust Through Every Conversation

        As a registered client associate on The Grasso Wealth Management Group, Shawn embodies the team’s “small business approach” by cultivating meaningful, long-term relationships with clients rooted in personalized service. His diverse background in both financial services and public service equips him with a distinctive blend of discipline and empathy that enhances every client interaction. Shawn’s return to the financial industry and his dedication to the Grasso team reflect a deep commitment to providing operational and administrative support to individuals and families with clarity and care. Whether identifying opportunities or navigating challenges, Shawn remains focused on strengthening each client relationship through hard work and authentic connection.

         

        Experience

        • Over 8 years of industry experience
        • Shawn joined UBS in 2022

         

        Education and Credentials

        • SIE – Security Industries Essentials
        • Series 7 – General Securities Representative
        • Series 66 – Uniform Combined State Law

         

        Personal

        • Born and raised in Malden, Massachusetts
        • After 9/11 Shawn became a police officer in Dennis Massachusetts
        • Shawn currently resides in Beverly Massachusetts and has two children, a daughter Kailey and son Drew

              8 Essex Center Drive
              2nd Floor
              Peabody, MA 01960
              shawn.rivers@ubs.com,shawn.rivers@ubs.com
              Shawn Rivers
              8 Essex Center Drive,Peabody,MA,01960,8 Essex Center Drive,Peabody,MA,01960

            A focus on personalized access and service

            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

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            Making sense of significant wealth

            We can help you plan for it.

            When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

            We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            Global leader

            UBS is a leading and truly global wealth manager

            More than 160 years

            offering financial advice

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