The right path toward retirement

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Helix bridge

Stephen Bauer

Senior Vice President–Wealth Management

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
8 Wright Street
3rd Floor
Westport, CT 06880
  • (203) 291-1024

Email Me

Are markets going "Back to the Future"?

Debt ceiling and inflation

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Exceptional financial strength and stability

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

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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