Let's move forward. Together.

team photo 2023

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.

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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.

  • Adrian Levsky Profile Photo

    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
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    • 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
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      Justin Levsky

      Financial Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
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      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
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      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
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      • 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
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            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
            • 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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                UBS and Credit Suisse—stronger than ever

                Global Wealth Report 2024

                Crafted wealth intelligence

                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                Gain additional insights into the trends shaping wealth in the US and around the world.

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                UBS Group invested assets
                As of 03/31/2024

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                UBS is a leading and truly global wealth manager

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