Humphrey & Roccon Wealth Management - UBS Financial Services Inc.

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New London, FL 06320
+1 (860) 437-2008
https://advisors.ubs.com

Humphrey & Roccon Wealth Management, a branch of UBS Financial Services Inc., is dedicated to providing tailored financial strategies to high-net-worth individuals, families, and institutions. With over 45 years of combined experience, the team emphasizes a holistic approach to investment management, ensuring that each client's unique circumstances and goals are prioritized.

The firm’s investment process is informed by decades of market experience, focusing on capital preservation and risk management while adapting to clients' evolving needs. Founding partners Peter Humphrey and Jeanne Roccon lead a knowledgeable team committed to fostering long-term relationships through quality client service and comprehensive financial advice.

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