Kolton Wood Wealth Management - UBS Financial Services Inc.
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Kolton Wood Wealth Management, a division of UBS Financial Services Inc., is dedicated to providing thoughtful financial planning and personalized portfolio management for business owners, professionals, retirees, and affluent families. With a focus on customizing solutions to meet the distinct needs of clients across various market conditions, the team prioritizes building lasting relationships through quality client service.
The firm is led by experienced professionals, including Senior Vice President Myra Kolton, Managing Director Thomas Wood, and Senior Client Associate Kelley Bowker, who collectively bring decades of expertise in wealth management. Together, they strive to be the primary source of financial advice for their clients, ensuring that the strategies they offer are tailored to support individuals and families in achieving their financial goals.
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