Your Financial World – Simplified

The Swett Wealth Management Group

Why do clients choose our team?

Our team offers a highly personalized approach that helps you simplify the challenges that come with protecting, growing and transitioning wealth. We have spent over 25 years serving the complex financial needs of corporate executives, business owners and medical professionals..

  • Our 2020 Client survey resulted in a 96% overall client satisfaction rate
  • We are deeply focused on trust based relationships with our clients
  • We are passionate about what we do and finding solutions for our clients
  • Clients can reach out to us at any time about all of their financial questions, big or small
  • We utilize the global resources of UBS - the world's largest wealth management firm
Jeff speaking at the recent Forbes/SHOOK conference

The proof is in our numbers

30

appearances in the media

Over 1 billion

Assets under management

7 person

seasoned team


Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Jeffrey Swett Profile Photo

    Jeffrey Swett, CFP, CRPC

    Managing Director–Wealth Management

    Senior Portfolio Manager

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    Career history

    Jeff’s passion for the industry began at an early age. After graduating from college in 1991 Jeff began his career at UBS, formerly PaineWebber, in the downtown Chicago office. He later moved to Boston, where he officially formed The Swett Wealth Management Group at UBS. The team has grown to seven members and over $1 billion in assets under management.

    With over 30 years of experience, Jeff is responsible for the group’s overall investment strategies and personalized client solutions. Jeff builds relationships with clients to fully understand their financial needs, and to ensure their plan aligns with their values. Clients turn to Jeff for financial advice on a range of topics that may include portfolio management, retirement planning, business planning and succession, credit and lending, insurance, income management, estate planning, and charitable giving.

    Credentials that build confidence

    Jeff has been the recipient of numerous awards and acknowledgments throughout his career, including most recently being ranked as #9 in Forbes Best-In-State Wealth Advisors, as well as past recognition on Financial Times Top 400 Financial Advisors. He recently celebrated his 10th year as a UBS Chairman’s Council member.

    Additionally, Jeff is also a frequent media contributor on a variety of topics including financial education, investment strategies and market trends. He has appeared in numerous print and online publications including Financial Advisor Magazine, Market Watch, Boston Business Journal, Forbes, CNBC and others.

    Community & Outside activities

    Jeff is a board member of The Hingham Sports Partnership and former board member of the Atlantic Symphony Orchestra. He is a mentor for American Corporate Partners, where he assists veterans in their career transition. Jeff also serves as the Head Sponsor for a person financial education program at a local high school. Within the community, his team is a corporate sponsor for the Boston Civic Symphony and partner of Harvard University.

    In his free time, he enjoys coaching youth basketball, baseball and soccer. He resides in Hingham, MA with his wife and three children.

    Focus areas:

    • Portfolio evaluation & review
    • Equity Compensation Planning
    • Concentrated stock planning
    • Tax minimization strategies 
    • Customized asset allocation planning

    Accomplishments:

    • Managing Director of Wealth Management 
    • Certified Financial Planner
    • Chartered Retirement Planning Counselor
    • Certified Exit Planning Advisor
    • Member of UBS Chairman’s Circle
    • Corporate Stock Benefit Consultant

    Licensing:

    • Series 7, General Securities Representative
    • Series 63, Uniform Securities Agent State Law Examination
    • Series 65, Uniform Investment Advisor Law Examination
    • Series 31, Future Managed Funds Examination
    • Massachusetts Insurance License
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Senior Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor℠
      • Corporate Stock Benefit Consultant
      One Post Office Square
      32nd and 33rd floors
      Boston, MA 02109
    • David Nash Profile Photo

      David Scott Nash, CFP

      Financial Advisor

      CERTIFIED FINANCIAL PLANNER™

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      • IN
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      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
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      David Nash is a Financial Advisor and Partner of The Swett Wealth Management Group at UBS in Boston, MA.

      With over 10 years of industry experience, he helps clients organize their financial lives by providing comprehensive financial planning and tailored investment management.  

      David obtained a BA in Economics from the College of the Holy Cross, and a MBA in Finance and Entrepreneurship from Boston University Questrom School of Business.

      He is an active member of his community and is involved in numerous charities such as March of Dimes, The Jimmy Fund, and Samaritans. In his free time, he enjoys spending time with his family and friends, traveling, and playing golf. David resides on the South Shore of Boston, MA with his wife and two sons.

       

      Focus Areas:

      • Business development and marketing
      • Financial planning and discovery
      • Customized portfolio evaluation and review
      • Risk management solutions
      • Lending optimization
      • Tax minimization strategies 

      Accomplishments:

      • CERTIFIED FINANCIAL PLANNER™ 
      • Wealth Planning Associate Program
      • Corporate Stock Benefit Consultant

      Licensing:

      • Series 7, General Securities Representative
      • Series 66, Uniform Combined State Law Examination
      • Massachusetts State Health, Life and Variable Annuity Insurance
      • Massachusetts Long Term Care Insurance
      • Mortgage Loan Originator (NMLS ID #1859482)

        • College of the Holy Cross, B.A. Economics
        • Boston University Questrom School of Business, M.B.A. Finance and Entrepreneurship
        • CERTIFIED FINANCIAL PLANNER™
        • Corporate Stock Benefit Consultant
        One Post Office Square
        32nd and 33rd floors
        Boston, MA 02109
      • Steven Rossi Profile Photo

        Steven Rossi, CRPC

        Executive Director

        Financial Advisor

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        With almost 30 years of financial industry experience, Steve brings a seasoned approach to the wealth management process. He focuses on providing comprehensive, holistic wealth management and financial planning services to a select group of clients and their families. Steve takes pride in working closely with his clients to build investment portfolios based on clearly defined goals and personal comfort level.

        Steve began his career in 1990 and spent time at PaineWebber and Morgan Stanley before joining UBS in 2008. He was appointed Executive Director in 2004 and has also earned his Chartered Retirement Planning Counselor certification. He has been in branch management for 24 of those 29 years.

        Steve earned his Chemistry degree from University of Rhode Island in 1986. He has qualified for both the UBS's Director's Council, for the past two years as a Financial Advisor, and the UBS Field Leadership Council as a Branch Manager in 2010 & 2017. In his free time he enjoys scuba diving, road biking and traveling. He resides in North Kingstown, RI with his wife Debra.

         

          • University of Rhode Island, Chemistry
          • Chartered Retirement Planning Counselor℠
          One Post Office Square
          32nd and 33rd floors
          Boston, MA 02109
        • Natasha Antonakos Profile Photo

          Natasha "Tasha" Antonakos, CFP, CRPC

          Senior Wealth Strategy Associate

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          • IN
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          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MT
          • NC
          • NE
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          • NJ
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          Tasha began her career in financial services over a decade ago at UBS in San Francisco. She has been working alongside Jeff and his clients since 2010. She has an exceptional combination of professional experience and a broad knowledge of financial planning. Over the years Tasha has focused on client education and providing total wealth solutions. By understanding client goals and risk tolerance, she creates custom asset allocation models and investment recommendations. Using a proactive approach, Tasha prioritizes what is most important to her clients and identifies the effective solutions.

          In her free time she enjoys traveling, running, reading, and cheering for her favorite sports teams.  She currently lives in West Roxbury with her husband and daughter Cassie.

          Focus areas:

          Tasha's focus is on financial planning, investment analysis and implementation.

          Additionally, she provides expertise in the following areas:

          • Empowering women to protect & grow their wealth
          • Sustainable Investing strategies & charitable giving
          • Retirement plans & equity compensation 
          • Healthcare planning structures
          • Multigenerational planning

          Accomplishments:

          • Undergraduates degree in Business Finance
          • UBS Advisory Training Program
          • Corporate Stock Benefit Consultant

          Licensing:

          • CERTIFIED FINANCIAL PLANNER™ (CFP®)   
          • Chartered Retirement Planning Specialist  
          • Series 7, General Securities Representative
          • Series 66, Uniform combined state Law Examination
          • Series 31, Future Managed Funds Examination

              • CERTIFIED FINANCIAL PLANNER™
              • Corporate Stock Benefit Consultant
              One Post Office Square
              32nd and 33rd floors
              Boston, MA 02109
            • Karen Lucey Profile Photo

              Karen Lucey, FPQP

              Team Administrator

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              • AK
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              Karen is the first point of contact for clients’ support and administrative needs. She began her career in 1996 at the UBS Portland Maine office before relocating to Boston in 1999.

              Karen handles all client administrative tasks and her goal is to provide exceptional customer service in a timely manner. With her oversight of the group, she can be counted on to effectively handle all customer requests. Her vast knowledge of UBS systems and procedures is key to keeping the team running smoothly.

              She currently resides north of Boston with her husband. When she is not in the office she can be found at her favorite vacation place, Walt Disney World.

              Focus areas:

              • Client education on account services
              • Client on-boarding leader
              • Account documentation
              • Asset transfers
              • Banking services
              • Tax reporting
              • Online support

              Accomplishments:

              • Corporate Stock Benefit Consultant
              • Financial Paraplanner Qualified Professional (FPQP)   
              • UBS Service Excellence Award First Quarter 2017

              Licensing:

              • Series 7, General Securities Representative
              • Series 66, Uniform combined state Law Examination
              • Insurance Licensed

                  • Corporate Stock Benefit Consultant
                  • Financial Paraplanner Qualified Professional™
                  One Post Office Square
                  32nd and 33rd floors
                  Boston, MA 02109
                • Lauren Scarlett Profile Photo

                  Lauren Taylor Scarlett

                  Client Associate

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                    Lauren joined the team back in 2015. Her primary responsibilities as the Business development Specialist include client concierge services, strategies for group development, and extensive project management.  

                    Lauren works to consistently improve the business process and client experience, review market research, and oversees the team’s customer relationship management services.

                    Prior to joining the team, Lauren spent time working as a Client Service Associate for a Boston based insurance management company, and additionally as a travel nanny, assisting families with their vacations worldwide.

                    In her free time she enjoys volunteering at an animal shelter, traveling, trying new restaurants and spending time with her dog Brody.

                    Focus areas:

                    • Client concierge services
                    • Website and Social media management
                    • Brand promotion and advertising
                    • Event planning and sponsorships
                    • Client Financial Education Program
                    • Team Community Service leader
                    • Media Strategy 
                    • Client service satisfaction development projects

                          One Post Office Square
                          32nd and 33rd floors
                          Boston, MA 02109

                        A focus on personalized access and service

                        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                        corridor

                        Managing executive wealth

                        medical professional

                        Planning for medical professionals

                        business man

                        Serving the needs of business owners

                        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.

                        Backed by the strength of UBS

                        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