Let's move forward. Together.

Generational Family on Beach

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.

2023 Small Team Photo

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

retirement couple

Retirement planning

Wealth, from your point of view

The rising generation in a new world

Multigenerational families

Tailored lending and cash management

Investment management

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.

  • David photo

    David Sacharko, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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      David joined UBS in 2023, coming from Merrill Lynch Wealth Management, where he started in 2004.  In addition to overseeing performance, he provides personalized guidance and periodic reviews of each client’s progress towards reaching their individual goals. By understanding the specific needs of each client, he offers guidance on asset allocation, retirement and college planning, insurance, liability management, and alternative investments. In addition to providing traditional advice and guidance, he can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, firm model portfolios, and third-party investment strategies. David graduated in 2002 from Central Connecticut State University with a BS in Finance. He lives in Burlington, Connecticut with his wife and two children.

            Retirement planning
            Investing
            Custom portfolios
            Multi-generational families
            Entrepreneurs
            Philanthropy
            One State Street
            Suite 1600
            Hartford, CT 06103
          • Sean photo

            Sean Siana, CFP

            Account Vice President

            Financial Advisor

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            • AK
            • AK
            • AR
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            • AZ
            • AZ
            • CA
            • CA
            • CO
            • CO
            • CT
            • CT
            • DC
            • DC
            • DE
            • DE
            • FL
            • FL
            • GA
            • GA
            • ID
            • ID
            • IL
            • IL
            • KS
            • KS
            • MA
            • MA
            • MD
            • MD
            • ME
            • ME
            • MI
            • MI
            • MN
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            • NC
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            • NE
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            • NJ
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            • OH
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            • PA
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            • RI
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            • SC
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            • TN
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            • TX
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            • UT
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            • VA
            • VA
            • VT
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            • WA
            • WA

            Sean entered the financial services industry in 2012 with U.S. Trust (now known as Bank of America Private Bank) and joined the KSS Group at Merrill Lynch Wealth Management in December of 2014. Sean and his team then transitioned to UBS in 2023. He brings a background encompassing multiple facets of wealth planning including trust and estate planning services, investment and retirement planning, and liquidity planning to his team, The Sacharko/Siana Group.

             

            He focuses on clients’ goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them. He is dedicated to thoroughly understanding each client's priorities, providing them with personalized attention and customized strategies.

             

            He assists affluent and high-net worth individuals and families identify and prioritize their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then commits to crafting customized strategies appropriate to their personal circumstances and their own unique feelings and attitudes.

             

            Sean holds the CERTIFIED FINANCIAL PLANNER™ certification, was graduated from Bryant University with a BSBA in Management, and Florida Institute of Technology with an MBA in Management. He is an active participant in his community, volunteering with the Fidelco Guide Dog Foundation and is a member of the Connecticut Guitar Society who performs with their guitar ensemble.

                  Financial planning
                  Legacy planning
                  Retirement planning
                  Estate planning strategies
                  Custom portfolios
                  Multi-generational families
                  Business owners
                  Professionals
                  One State Street
                  Suite 1600
                  Hartford, CT 06103
                • Jake photo

                  Barrett "Jake" Heyde

                  Client Associate

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                    Jake is an integral part of Sacharko-Siana Group, responsible for managing all team operations, client requests and account administration. He is committed to providing  service and building lasting relationships with each client. He takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. He assists in delivering customized service and solutions, always striving to exceed clients’ expectations. He is our resident technology expert walking clients through website and app functionality. He has played an integral part in helping individuals navigate through a life transition, such as the loss of a loved one, by working hand-in-hand with them through the asset transition process as seamlessly as possible. Jake is a graduate of University of Hartford with majors Psychology, Criminal Justice and Sociology.

                          Banking
                          Lending services
                          Cash management
                          One State Street
                          Suite 1600
                          Hartford, CT 06103
                        • Mike Alexander

                          Managing Director

                          Divisional Manager, New England, UBS Asset Management

                          Professional History

                          Mike focuses on working with Financial Advisors in implementing and tailoring UBS Asset Management's wealth management services and portfolio strategies to the goals and needs of their clients, including institutions and individuals.  He focuses on managing relationships in the New England territory, which includes Connecticut, Massachusetts, Rhode Island, New Hampshire, Maine and Vermont.

                          Mike joined the firm in 2005. Prior to joining the firm, Mike was with Brinker Capital as an Investment Consultant in the New England Region.

                          At UBS Asset Management, he was a Senior Internal Investment Consultant on the National Sales Desk with UBS Global Asset Management.

                          Prior to his current position, Mike was the National Desk Manager where he oversaw the distribution efforts of a team of InternalConsultants.

                          Education

                          Mike received his BA from Villanova University (US).

                          Mike holds FINRA Series 7 and 66 Licenses and is a Series 24 General Securities Principal.

                          Years of investment industry experience: 20

                        2023 planning guide

                        For your financial well-being

                        Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                        We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        Financial strength

                        Driving confidence.
                        Aa3 (stable) Moody’s
                        A+ (stable) Standard & Poor’s

                        UBS AG, long-term senior secured debt rating. As of 12/31/2022

                        #1

                        Serving the next generation

                        Euromoney Private Banking and Wealth Management Survey, 2020-2022

                        #1

                        for High Net-Worth clients

                        Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                        The proof is in our numbers

                        30

                        Collective years of experience

                        35:1

                        client to team member ratio


                        Insights