Your life. Your wealth. Your future.

Pursue what matters most

Tenaglia Gardiner Wealth Management Services

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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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.

  • Steven Tenaglia

    Steven R. Tenaglia, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA

    Steve founded the Tenaglia Gardiner Wealth Management Group with his brother Mike in 1988 when he joined UBS.  Steve is passionate about helping solve their financial challenges. With a deep understanding of capital markets, he provides sophisticated solutions and the trusted advice you need.  He has lived on Cape Cod since 1964.  Steve and his wife Annmarie have three grown children and together they currently reside in Marston's Mills.  They enjoy taking their boat to Sampson's island, Martha's Vineyard and Nantucket.

    Steve has been very active in the community over the years including: past chair of the Barnstable Recreation Commission, former Corporator for Cape Cod Hospital, and founding member who previously served on the Board of Directors for St. John Paul II High School.

     

     

        • Chartered Retirement Planning Counselor℠
        1471 Iyanough Road (Route 132)
        Hyannis, MA 02601
      •  Brian Gardiner

        Brian C. Gardiner, CFP, CRPC

        First Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • KS
        • MA
        • MD
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NV
        • NY
        • RI
        • SC
        • VA
        • VT
        • WA
        • WI

        Brian joined UBS in 2000 and partnered with Steve shortly thereafter.  As a CERTIFIED FINANCIAL PLANNER he takes the time to understand each client's unique needs and develops tailored wealth management strategies.  He is specifically committed to ensuring each generation of successful families understands what it takes to preserve and grow their wealth far into the future. 

        Brian is a proud graduate of Boston College.  Outside of the office, he volunteers for the YD Youth Soccer Program and is very active with a number of committee's within the Town of Yarmouth.  He currently resides in Yarmouth with his wife Patty and their 3 children. 

          • Boston College
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Retirement Planning Counselor℠
          1471 Iyanough Road (Route 132)
          Hyannis, MA 02601
        • James Tenaglia

          James Tenaglia, AWMA, CRPC, CFP

          Account Vice President

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IL
          • IN
          • KS
          • MA
          • MD
          • ME
          • MI
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OR
          • RI
          • SC
          • VA
          • VT
          • WA

           

          The newest partner of The Tenaglia Gardiner Wealth Management Services group, Jim joined the team in October of 2015 after spending years working overseas with Siemens Energy in the power business.  Jim focuses on providing sophisticated wealth planning and investment management strategies to affluent individuals, families, and small business owners.  As a Chartered Retirement Plans Specialist, Jim can provide the right solution for your corporate 401(K). 

           

          Outside of the office Jim volunteers his time on the board for the Cape Cod Chamber of Commerce, he is also a sitting member of the Barnstable Recreation and Community Preservation Committees.   He resides in Centerville with His wife Callie, his daughter Isla and their two dogs Sperry and Smitty.

           

              • Accredited Wealth Management Advisor℠
              • Chartered Retirement Plans Specialist℠
              • CERTIFIED FINANCIAL PLANNER™
              1471 Iyanough Road (Route 132)
              Hyannis, MA 02601
            • Laurie Pallas

              Laurie Pallas

              Wealth Management Associate

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              • CT
              • FL
              • MA
              • NY
              • WA

              Laurie has worked in finance for 26 years and brings a wide range of experience to Tenaglia Gardiner Wealth Management Services. As a Wealth Management Associate, Laurie provides customized client service and support on all wealth matters, account administration and reliable communication.  She collaborates closely with client's tax and legal advisors, and utilizes the full resources of the firm to produce optimal outcomes for clients. Account operations, recordkeeping and responding to inquiries are all a part of her day-to-day responsibilities. In addition to her client service and administrative functions, Laurie also focuses on project management, ensuring that the business operations are optimized.

              Prior to joining UBS, Laurie worked at Credit Suisse for 14 years both in New York City and Greenwich, CT.  In her role at Credit Suisse, she partnered with advisors helping to manage and develop client relationships.  Laurie also served as Branch Operations Manager and Office Administrator for the Greenwich, CT office until joining UBS in 2013.  She began her career in operations at Warburg Pincus and has experience as a Portfolio Administrator at Credit Suisse Asset Management before moving into the Private Client side of the business.

              Laurie received a B.A. in Economics and Finance from Muhlenberg College and holds the Series 6, 7, 63, 66, 9 and 10 securities licenses.  She recently relocated to Cape Cod from Connecticut, where she was working in the UBS Stamford, CT office, before joining the Tenaglia Gardiner team.  In her free time, Laurie enjoys photography and traveling.

                • Muhlenberg College
                  1471 Iyanough Road (Route 132)
                  Hyannis, MA 02601

                Defining your priorities. Pursuing what matters.

                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

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                A way forward

                Just 10% of adults in the United States own a business*

                Entrepreneurs create solutions to problems other people can’t see or can't solve.

                What kind of mindset enables a successful entrepreneur? If you're considering a new business venture, why not step inside the careers of entrepreneurs who have done it and want to share their experiences? And then let's talk.

                Bre Pettis
                Bre applied his early teaching and artistic skills to leading the creation of the 3D printing industry as founder of MakerBot and author of the viral office poster, The Cult of Done Manifesto. Now, he is building a 21st century manufacturing and innovation center in a 19th century manufacturing town.

                *2016 Global Entrepreneurship Monitor United States Report

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                As of 06/30/2022

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