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
  • DC
  • FL
  • GA
  • MA
  • MD
  • 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

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

White House

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

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

Insights