Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three generations in front yard

Steven Tenaglia, CRPC

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S. B.A. Finance, Salem State College
  • Chartered Retirement Planning Counselor (CRPC), College of Financial Planning

Credentials

  • Chartered Retirement Planning Counselor
1471 Iyanough Road (Route 132)
Hyannis, MA 02601
  • (508) 362-1821

Email Me

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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

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