Lasting relationships. For all that matters

Globe next to stack of books

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Pensive Man On Boat

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-Rosica

    James Rosica

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
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    • DC
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    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

        58 South Service Road
        Suite 310
        Melville, NY 11747
      • Lisa-Galiardo

        Lisa Galiardo

        Client Associate

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        • CA
        • CT
        • FL
        • MA
        • NJ
        • NV
        • NY

              58 South Service Road
              Suite 310
              Melville, NY 11747

            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