Insight for every stage of your business

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

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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.

Sally C. Vail

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- RI
- TX
- WA
- WY
Sally has 38 years of investment experience, successfully navigating her clients through volatile markets and understanding each client's needs. She has an unwavering commitment to excellence and sets the standard as the senior member of the Vail Group to encourage her team to continue to improve their skills, stay ahead of trends and deliver superior service to every client. The breadth of her training spans her career and includes instruction from coaches, the completion of several certification programs administered by external organizations and attendance of ongoing educational seminars.
- Wealth Advisor
One Post Office Square
35th floor
Boston, MA 02109
Brian P. Lynch, CEPA, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- FL
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NH
- NJ
- NV
- NY
- OH
- RI
- TX
- VA
- WY
Brian has his CERTIFIED FINANCIAL PLANNER™ designation as well as his Certified Exit Planning Advisor designation. He collaborates with tax and estate attorneys as well as CPAs to provide a multitude of services to clients. One of these is developing and implementing sophisticated holistic wealth planning strategies for the families of entrepreneurs, executives, and founders in the phase of upcoming liquidity events. Throughout this process, he consults with clients on philanthropic strategies to implement in a year when an exit via M&A transaction, IPO, or other liquidity event occurs.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER™
One Post Office Square
35th floor
Boston, MA 02109
Eva Amaral

Senior Client Associate
View bio
- CA
- CT
- FL
- IL
- IN
- MA
- MI
- NH
- NV
- NY
- RI
- TX
- VT
Eva’s extensive technological and operational experience makes her invaluable to the success of the team. Eva is in charge of maintaining the quality service that The Vail Group consistently provides to its clients. Eva has 30 years of industry experience, 28 of which has been with The Vail Group, as well as the Series 7, 63, and 65 Licenses.
One Post Office Square
35th floor
Boston, MA 02109

Sally C. Vail

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- RI
- TX
- WA
- WY
Sally has 38 years of investment experience, successfully navigating her clients through volatile markets and understanding each client's needs. She has an unwavering commitment to excellence and sets the standard as the senior member of the Vail Group to encourage her team to continue to improve their skills, stay ahead of trends and deliver superior service to every client. The breadth of her training spans her career and includes instruction from coaches, the completion of several certification programs administered by external organizations and attendance of ongoing educational seminars.
- Wealth Advisor
One Post Office Square
35th floor
Boston, MA 02109
Brian P. Lynch, CEPA, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- FL
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NH
- NJ
- NV
- NY
- OH
- RI
- TX
- VA
- WY
Brian has his CERTIFIED FINANCIAL PLANNER™ designation as well as his Certified Exit Planning Advisor designation. He collaborates with tax and estate attorneys as well as CPAs to provide a multitude of services to clients. One of these is developing and implementing sophisticated holistic wealth planning strategies for the families of entrepreneurs, executives, and founders in the phase of upcoming liquidity events. Throughout this process, he consults with clients on philanthropic strategies to implement in a year when an exit via M&A transaction, IPO, or other liquidity event occurs.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER™
One Post Office Square
35th floor
Boston, MA 02109
Eva Amaral

Senior Client Associate
View bio
- CA
- CT
- FL
- IL
- IN
- MA
- MI
- NH
- NV
- NY
- RI
- TX
- VT
Eva’s extensive technological and operational experience makes her invaluable to the success of the team. Eva is in charge of maintaining the quality service that The Vail Group consistently provides to its clients. Eva has 30 years of industry experience, 28 of which has been with The Vail Group, as well as the Series 7, 63, and 65 Licenses.
One Post Office Square
35th floor
Boston, MA 02109

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.

Business transition and succession planning

Your life, wealth and future

How can we help you pursue your goals? Our advice focuses on three key strategies: Liquidity. Longevity. Legacy. This approach can help you explore, clarify and pursue your financial goals. Working together with you, we can help you plan for life today and beyond.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

UBS Advisor Podcasts

Brian Lynch, Certified Exit Planning Advisor (CEPA®) on exit planning strategies for your business

Should you decide to sell your business, planning is a key component to help achieve your personal and financial goals – it's never too early to start.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

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Insight for every stage of your business

Pursuing your goals together

Sally C. Vail

Brian P. Lynch, CEPA, CFP

Eva Amaral