Global leader
UBS is a leading and truly global wealth manager
You have accomplished much in your life. But you may still wrestle with questions about how to navigate complex global markets of today, create lifetime income, transition a business and set your estate for future generations. It can feel overwhelming if you have to face these key decisions alone.
At The Andover Group, we are a team of experienced and credentialed Private Wealth Advisors who understand that each of our clients face unique challenges. Working closely with business owners, executives, institutions and multigenerational families, we have provided steady guidance throughout the decades and helped our clients confidently face market opportunities, challenges and disruptions.
Our team provides direct access to the thought leaders, global resources and senior decision-makers of UBS, the largest wealth manager in the world. By providing a defined planning process that drives specific investments strategies, we can help you and your family meet liquidity needs of today, pursue goals of tomorrow and set your plan for future generations.
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.
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Director
Team Administrator
Senior Client Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Director
Team Administrator
Senior Client Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
For your financial well-being
Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.
We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.
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.
Global leader
UBS is a leading and truly global wealth manager
14.8%
CET1 capital ratio
UBS is one of the world’s best-capitalized banks
UBS Company Reporting as of 03/31/2024
More than 160 years
offering financial advice
