How can you pursue what matters most?

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • william
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      Bill and the Sullivan family have been providing uninterrupted investment advice and service since 1968 when Bill’s father started his career as the President of Gibraltar Securities. With special expertise in Treasuries, Municipals and Corporate debt, Bill oversees our fixed income strategy also provides our clients with guidance on identifying and meeting their financial goals through complex generational wealth transfer planning. Bill is founder and president of the Essex Fells Police Foundation, and a member of the Peer Foundation, Parent Support Group and Essex Fells Town Councilmen.

          • Senior Portfolio Manager

        Focus on liquidity management

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        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.

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        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