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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          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

                        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

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                        Clarity in a rapidly changing world

                        We’re here to help guide you through uncertain times

                        Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

                        Let’s create a path together so you can move forward with confidence, no matter what comes next.

                        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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