James Tenaglia, CFP, AWMA, CRPS - UBS Financial Services Inc.

The Balter-Silberman Group, part of UBS Financial Services Inc., is dedicated to providing tailored financial strategies and comprehensive wealth management solutions to clients in Hyannis, MA. With a commitment to fostering long-term relationships, the team focuses on delivering quality client service to help individuals and families achieve their financial goals. Led by industry veterans Gerard M. Silberman and Bruce R. Balter, alongside an experienced team, the group combines over 90 years of industry experience with a deep understanding of clients' needs. They are committed to client education and personalized investment management, ensuring that each client receives dedicated attention and advice as they navigate various financial landscapes. Generated from the website

Visit our office today located in Hyannis, MA. 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.

McLaughlin Wealth Management Partners, led by experienced financial advisors Daniel M. McLaughlin, CFP, Catherine McLaughlin, CFP, and Daniel E. McLaughlin, is dedicated to providing tailored wealth management solutions to families and individuals. With a combined wealth of over 40 years in the financial services industry and assets under management exceeding $400 million, the team emphasizes integrity and personalized attention to help clients achieve their life goals. In addition to their extensive expertise, the firm has been recognized as one of Forbes' Best-in-State Wealth Management Teams for 2023, 2024, and 2025. The advisors work collaboratively with clients to facilitate a comprehensive understanding of their portfolios, ensuring strategies align with their unique values and aspirations. Generated from the website