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$3.9 trillion
In invested assets globally
As of 12/31/2022
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Senior Vice President–Wealth Management
Financial Advisor
Helping people realize their retirement dreams is Tim's passion. He has been helping people plan for retirement since 1983.
He acts as your "Financial Quarterback".
Together with a team of investment, tax and legal professionals we provide you a custom plan designed to help you achieve your retirement dreams.
This plan will be your customized guide to grow and protect your assets while mitigating income taxes, inheritance taxes and debt expenses.
The plan will recommend investment strategies designed to protect your hard-earned nest egg. These strategies are structured to generate a lifetime of reliable income designed to keep pace with inflation.
In our experience communication is an important factor in achieving successful outcomes. Therefore our clients receive frequent communications from our team using phone calls, weekly emails and quarterly plan reviews.
Timely access to your adviser is very important. For this reason we commit that a phone message or email message from a client always receives a response from our team within the same business day.
Tim is a graduate of Tabor Academy and Bowdoin College. He resides in Falmouth, Massachusetts with his wife Melinda.
His community affiliations have included; The Osterville Rotary Club, The Dewitt Clinton Masonic Lodge, Aleppo Shrine Temple, Heritage Museum & Gardens, Job Training & Employment Corp. (JTEC), Salvation Army, First Church, Sandwich, YMCA Basketball, Sandwich Youth Lacrosse, The Ridge Club, The Menahaunt Yacht club & Lifetime Member of the Francis Ouimet Scholarship Fund.
He is a single digit golfer and an avid fisherman.
Education
Senior Vice President–Wealth Management
Financial Advisor
Helping people realize their retirement dreams is Tim's passion. He has been helping people plan for retirement since 1983.
He acts as your "Financial Quarterback".
Together with a team of investment, tax and legal professionals we provide you a custom plan designed to help you achieve your retirement dreams.
This plan will be your customized guide to grow and protect your assets while mitigating income taxes, inheritance taxes and debt expenses.
The plan will recommend investment strategies designed to protect your hard-earned nest egg. These strategies are structured to generate a lifetime of reliable income designed to keep pace with inflation.
In our experience communication is an important factor in achieving successful outcomes. Therefore our clients receive frequent communications from our team using phone calls, weekly emails and quarterly plan reviews.
Timely access to your adviser is very important. For this reason we commit that a phone message or email message from a client always receives a response from our team within the same business day.
Tim is a graduate of Tabor Academy and Bowdoin College. He resides in Falmouth, Massachusetts with his wife Melinda.
His community affiliations have included; The Osterville Rotary Club, The Dewitt Clinton Masonic Lodge, Aleppo Shrine Temple, Heritage Museum & Gardens, Job Training & Employment Corp. (JTEC), Salvation Army, First Church, Sandwich, YMCA Basketball, Sandwich Youth Lacrosse, The Ridge Club, The Menahaunt Yacht club & Lifetime Member of the Francis Ouimet Scholarship Fund.
He is a single digit golfer and an avid fisherman.
Education
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.
Let's put your plan in place, for today, tomorrow and for generations to come
You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
