Century Wealth Partners - Ubs Financial Services

Visit our office today located in New Haven, CT. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Erik Holton-UBS Financial Services Inc, located in New Haven, CT, is led by Senior Vice President and Financial Advisor Erik Holton, who emphasizes the importance of understanding clients' priorities and concerns to build lasting relationships. The firm employs the UBS Wealth Way approach, focusing on three key dimensions—Liquidity, Longevity, and Legacy—to assist clients in navigating their wealth management needs and goals. Recognized as one of Forbes' Best in State Wealth Management Teams for 2023, 2024, and 2025, Erik Holton's team leverages over 160 years of UBS's global expertise to guide clients through market opportunities and financial challenges. The firm is committed to helping clients confidently pursue their life goals while acknowledging the inherent risks associated with investments. Generated from the website

UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related products and services. The company s home office in the United States is located in New York. UBS Financial Services is a part of UBS, which was formed in 1998 with the merger of Union Bank of Switzerland and Swiss Bank Corporation. UBS specializes in wealth management businesses, global investment, key assets, and is one of the leaders in Swiss corporate and individual client banking. It provides a range of wealth management services, such as asset management, estate planning, corporate finance and art banking services. Its client base includes financial institutions, advisors, central banks, charitable foundations and individual investors. Additionally, the company offers underwriting, advisory, brokerage and market making services. UBS has a staff of more than 75,000 employees worldwide. UBS Financial Services maintains one of its locations in New Haven, Conn.