Let's move forward. Together.

Chess pieces on a chessboard

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 Levsky Profile Photo

    Adrian Levsky, CFA, CFP, CPWA

    Managing Director–Wealth Management

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    • AL
    • AZ
    • CA
    • CT
    • DC
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • 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, 2021The 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
    • Heather Motyka  Profile Photo

      Heather Motyka

      Wealth Strategy Associate

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

      **update coming soon **

            One Monarch Place
            Suite 1400
            Springfield, MA 01144

          The Year Ahead - Sustainable Investing

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager