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

    Adrian began his career in the financial services industry in 1999 and joined UBS in 2006.  He offers not only a seasoned perspective to his client’s financial world, but also a prudent approach to addressing the many complex issues that accompany substantial wealth. Adrian is deeply committed to charitable causes, involved in annual fund-raising for the Baystate Children’s Hospital, Dana Farber Institute and served on Baystate Health Board.

     

    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, 2024, 2025The 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
      • Certified Private Wealth Advisor
      • CERTIFIED FINANCIAL PLANNER®
      • Chartered Financial Analyst
      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, CFP®

      Financial Advisor

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

      Justin joined the Winer Levsky Group in 2024 after spending a two-year tenure at the UBS Home Office in Weehawken, NJ. As a CERTIFIED FINANCIAL PLANNER® professional, Justin works with individuals and families to help achieve their life long goals and to alleviate the complexities that come with wealth. Justin focuses on the financial planning process that helps drive personalized asset allocations and investment portfolios to meet client’s long-term objectives.  Justin is committed to building meaningful and lasting relationships with his clients.

       

      Justin graduated from Stonehill College with a B.S.B.A. in Finance. Justin currently resides in Longmeadow, MA with his wife Brooke. Justin enjoys spending time with his family and friends, golf and traveling.

        • Stonehill College, B.S.B.A, Finance
        • CERTIFIED FINANCIAL PLANNER®
        One Monarch Place
        Suite 1400
        Springfield, MA 01144
        justin.levsky@ubs.com
        Justin Levsky, CFP®
        One Monarch Place,Springfield,MA,01144
      • Heather

        Heather Motyka

        Wealth Strategy Associate

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        • AK
        • 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

        With a career spanning nearly four decades, Heather began her  journey in the financial industry in 1986,  joining Winer Levsky Group in 2016.  Over the years she has accumulated a wealth of experience and developed a personable approach that has earned the trust and respect of clients and colleagues alike. Her extensive background in the industry, coupled with her ability to connect with people on a personal level, has been instrumental in navigating the complexities of the industry and achieving success for our clients.

        In her free time, she enjoys spending time outdoors,  mountain biking, hiking and travel .  

         

        Heather is FINRA-registered and holds her Series 7, 65,and 66 licenses.  

         

              One Monarch Place
              Suite 1400
              Springfield, MA 01144
              heather.motyka@ubs.com
              Heather Motyka
              One Monarch Place,Springfield,MA,01144
            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

            Fausto

            Tariffs, volatility and your portfolio

            Are you ready?

            In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

            We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $6 trn

            UBS Group invested assets
            As of 12/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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