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
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • VA
    • VT
    • WA

          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
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                  Sarah Salera

                  Client Associate

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                          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

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                              UBS and Credit Suisse—stronger than ever

                              Managing wealth is our craft

                              We’re committed to understanding what wealth means for you.

                              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $5+ trillion

                              In invested assets globally 
                              As of 11/07/2023

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a world-leading wealth manager

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