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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 Tim and his team provide you a custom plan designed to help you achieve your retirement dreams.
This plan acts as a customized guide to help 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 our goal is to commit that a phone message or email message from a client 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.
CA Insurance License # 1714752
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 Tim and his team provide you a custom plan designed to help you achieve your retirement dreams.
This plan acts as a customized guide to help 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 our goal is to commit that a phone message or email message from a client 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.
CA Insurance License # 1714752
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.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
