The way forward

Today, tomorrow and for generations to come

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Mountaintop

Scott Matthew Butera, CFP

First Vice President–Wealth Management

My purpose is to be your primary source of wealth management advice. My objective is to know you and what's most meaningful to you and your family. My aim is to help you align your interests with your assets, your needs with your resources, and manage all your investment, asset, insurance, liability, tax, trust, charitable and family needs as one. Throughout my career, I have worked in confidence with many of Hawaii's most notable and wealthy individuals and families as expected by the disciplines of my practice, and you can trust me to maintain this same diligence and discretion with you.

Personal & Community

  • Active volunteer and coach for various Youth Sports Leagues
  • Married to Margie Butera, and father to three sons, Jordan, Dylan and Keane.
  • Member, Hawaii Society of CPAs
  • Member, Hawaii Estate Planning Council
Registered States:
  • AZ
  • CA
  • CO
  • HI
  • NC
  • SD
  • WA

Education

  • Bachelor of Science, Accounting, Arizona State University
  • MBA, Finance & Economics, Arizona State University
  • Outstanding Graduate, College of Business,, A.S.U.

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Portfolio Manager
733 Bishop Street
Suite 1600
Honolulu, HI 96813

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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Mountain climbers on peak at sunrise

A leading global wealth manager

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Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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