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

              Selecting retirement savings plans

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              How do you plan confidently for the retirement you want?

              Start by building a strategy based on the resources and needs over the course of your life.

              Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

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              As of 06/30/2022

              51 countries

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