$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We are thrilled to announce that the Gold Wealth Management Group has been recognized by Forbes-SHOOK Research as a Best-in-State Wealth Advisor in Massachusetts for 2024, marking the third consecutive year we have received this honor. We are incredibly honored to receive this national recognition from such a highly regarded industry leader as Forbes.
You've probably heard the old adage, "It's not what you earn; it's what you keep." In the world of investing, this rings especially true. Taxes can take a significant bite out of your annual earnings.
If you don’t have a tax management strategy as part of your overall investment plan and want to learn more about this strategy, click to watch our video going over how it works and the benefits!
As we enter 2024, the questions on the top of investors’ minds center around whether history will repeat itself: Will the former president be the next president? Will the Fed cause another recession? Will we face a new deficit crisis? Will AI be as transformative as the internet? Can China break through the middle income trap? Will the new normal for interest rates be like the old normal?
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
The Gold Wealth Management Group is committed to helping you plan for the future by providing comprehensive wealth management solutions for all of your financial needs. Corporate executives, business owners and their families come to us with their most complicated financial challenges. Some investors have complex wealth transfer needs and tax concerns. Others own a business and need to address specific cash flow challenges. Still others are dealing with the potential risks of a concentrated stock position.
No matter how complicated the situation, we provide financial advice and a plan that can give you greater confidence to pursue your life goals. By leveraging the vast resources of UBS and working with an extended team of external specialists, we leave no stone unturned when it comes to our focus on your financial challenges. Our seamless approach can help to simplify your financial life, so you have more time to focus on the personal and professional priorities that matter most.
Whether it’s your investment strategy, your business, or anything to do with your financial future, you can count on us to:
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.
Senior Vice President–Wealth Management
Wealth Advisor
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Wealth Advisor
Senior Wealth Strategy 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.
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.
A focus on every aspect of your financial life
Our relationship starts with a series of conversations and in-depth questions to help us understand every aspect of your financial life and your vision for what you want to accomplish. After this extensive review, we create a detailed client profile that provides a look at where you are today.
With a full understanding of your goals, we can help you pursue the financial future you envision.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
