Lasting relationships. For all that matters

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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.

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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.

  • James-Rosica

    James Rosica

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
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    • TX
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    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        58 South Service Road
        Suite 310
        Melville, NY 11747
        james.rosica@ubs.com
        James Rosica
        58 South Service Road,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
              lisa.galiardo@ubs.com
              Lisa Galiardo
              58 South Service Road,Melville,NY,11747
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            ElectionWatch 2024

            24 questions for the '24 US election

            Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

            The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

            Download the report

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