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
    • 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

                          Branch Manager

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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

                              The circular economy: What is it?

                              Retirement planning

                              Retirement planning

                              Multigenerational planning

                              Multigenerational planning

                              Legacy—Wealth for others

                              For needs that go beyond your own—to help you improve the lives of others

                              What will your legacy be?
                              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                              Learn more at ubs.com/wealthway.

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a world-leading wealth manager