How can you pursue what matters most?

Three generation family walking on the beach

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
    • image

      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

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        UBS and Credit Suisse—stronger than ever

        Managing wealth is our craft

        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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