Let's move forward. Together.

Group photo (Adrian Justin & Heather )

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

rowing

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.

  • Adrian

    Adrian Levsky, CFA, CFP, CPWA

    Managing Director–Wealth Management

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    • AL
    • CA
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA

    Adrian holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0L01743.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Senior Portfolio Manager
      • Wealth Advisor
      One Monarch Place
      Suite 1400
      Springfield, MA 01144
      adrian.levsky@ubs.com
      Adrian Levsky, CFA, CFP, CPWA
      One Monarch Place,Springfield,MA,01144
    • Financial Advisor

      Justin Levsky

      Financial Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

            One Monarch Place
            Suite 1400
            Springfield, MA 01144
            justin.levsky@ubs.com
            Justin Levsky
            One Monarch Place,Springfield,MA,01144
          • Heather

            Heather Motyka

            Wealth Strategy Associate

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            • AL
            • CA
            • CT
            • DC
            • FL
            • GA
            • IL
            • IN
            • MA
            • MD
            • ME
            • MI
            • NC
            • NH
            • NJ
            • NV
            • NY
            • OR
            • PA
            • RI
            • SC
            • TN
            • TX
            • VA
            • VT
            • WA

            **update coming soon **

                  One Monarch Place
                  Suite 1400
                  Springfield, MA 01144
                  heather.motyka@ubs.com
                  Heather Motyka
                  One Monarch Place,Springfield,MA,01144
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                ElectionWatch 2024

                24 questions for the '24 US election

                Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                Download the report

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