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.

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
    • 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, 2023The 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
      • 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

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          UBS and Credit Suisse—stronger than ever

          Managing wealth is our craft

          We’re committed to understanding what wealth means for you.

          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

          Backed by the strength of UBS

          A global leader in wealth management

          $5+ trillion

          In invested assets globally 
          As of 11/07/2023

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

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