Insight-based advice

St. Pierre Wealth Management

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.

International Space Station

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kenneth St. Pierre Profile Photo

    Kenneth St. Pierre

    Financial Advisor

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    • CA
    • DE
    • FL
    • IL
    • MA
    • NC
    • OK
    • TN
    • VA
    • WA

    I have spent more than 21 years in the financial services industry. I focus on working with families and business owners with investable assets over one million dollars. I live with my family in West Palm Beach. My wife, Tina, and I have been together for over 24 years. I enjoy spending as much time as I can with our son, Kyle - swimming, running, playing tennis, basketball, baseball, and football.

          525 Okeechobee Blvd.
          Suite 1500
          West Palm Beach, FL 33401
        • Lisa Holland Profile Photo

          Lisa Holland

          Senior Client Associate

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          • DE
          • FL
          • GA
          • IL
          • MD
          • NJ
          • NY
          • OK

          I have over 15 years of experience in the financial services industry and have lived in Palm Beach County for over 18 years.   I'm incredibly proud of my four children, Stephen, Whitney, Alex and Meghan as well as my grandson Seth.

          I enjoy running events.   I've complete one full marathon and many half marathons.   I love to travel, scuba dive and work on my new golf game.

          I take great pride in my concierge style client service.

                525 Okeechobee Blvd.
                Suite 1500
                West Palm Beach, FL 33401

              The circular economy: What is it?

              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.

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              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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