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 Butler

    First Vice President–Wealth Management

    Financial Advisor

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

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

                Connecting you to the deep resources of UBS

                By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                Turn possibilities into a plan

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                A leading global wealth manager

                Two brothers. One inheritance.

                How will their story unfold?

                Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

                If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $7 trn

                UBS Group invested assets
                As of 12/31/2025

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

                Insights

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