Financial planning and beyond

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

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    Liam Thomas Kennedy Butler

    Account Vice President

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • VA
    • VT
    • WA

          1471 Iyanough Road (Route 132)
          Hyannis, MA 02601
          liam.butler@ubs.com
          Liam Thomas Kennedy Butler
          1471 Iyanough Road (Route 132),Hyannis,MA,02601
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          Mary Precopio

          Branch Office Administrator

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                  500 Exchange Street
                  Providence, RI 02903
                  mary.precopio@ubs.com
                  Mary Precopio
                  500 Exchange Street,Providence,RI,02903
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                  Sarah Salera

                  Client Associate

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                          500 Exchange Street
                          Providence, RI 02903
                          sarah.salera@ubs.com
                          Sarah Salera
                          500 Exchange Street,Providence,RI,02903
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                          Thomas Butler

                          Executive Director

                          Senior Wealth Strategy Associate

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                          • CA
                          • CO
                          • CT
                          • DC
                          • FL
                          • IL
                          • MA
                          • ME
                          • MI
                          • NH
                          • NY
                          • OH
                          • PA
                          • RI
                          • VA
                          • VT

                                1471 Iyanough Road (Route 132)
                                Hyannis, MA 02601
                                thomas.butler@ubs.com
                                Thomas Butler
                                1471 Iyanough Road (Route 132),Hyannis,MA,02601
                              Three generations in apple orchard

                              Turn possibilities into a plan

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                              A leading global wealth manager

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                              UBS ElectionWatch

                              Election day is over. Now what?

                              Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

                              Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              $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

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