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
  • DC
  • HI
  • IL
  • 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
  • (808) 526-6948

Email Me

The Year Ahead - Sustainable Investing

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

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