Roger Lapointe, Jr-UBS Financial Services Inc

Steven Smith at UBS Financial Services Inc. in Boston, MA, specializes in advising a select group of ultra-high-net-worth clients, focusing on effective wealth management and legacy planning. With over 25 years of experience, he employs a multigenerational perspective to help clients navigate the complexities of wealth preservation and transfer while aligning with their values and priorities. Steve's expertise encompasses portfolio construction, concentrated stock management, tax mitigation strategies, and risk analysis, making him well-equipped to address the unique challenges faced by private business owners and venture capital partners. He is also recognized for his commitment to community service, actively fundraising for Boston Children's Hospital and the American Cancer Society. Generated from the website

Jose J. Rodriguez-Villalobos at UBS Financial Services Inc. in Boston, MA specializes in bespoke financial solutions for entrepreneurs, business owners, and affluent families, drawing on over three decades of experience. Their focus is on building and preserving wealth while helping clients navigate the complexities of financial management through personalized strategies. Dedicated to providing a boutique experience, the team prioritizes strong relationships and transparent communication, positioning themselves as trusted advisors who understand and address their clients' unique needs. With comprehensive resources at their disposal, they offer tailored services in estate planning, business transitions, and tax management, ensuring that every aspect of a client's financial life is optimized. Generated from the website

McLaughlin Wealth Management Partners, based in Boston, MA, offers tailored wealth management solutions and asset management services, focusing on understanding clients' priorities and life goals. Led by Daniel M. McLaughlin, CFP, with over 40 years of experience, the team emphasizes integrity, individualized attention, and a commitment to client education regarding portfolio risks and rewards. The team includes experienced professionals such as Catherine McLaughlin, CFP, and Daniel E. McLaughlin, who bring diverse backgrounds in finance and wealth management. With assets under management exceeding $400 million, they are recognized for their excellence, having been named to the Forbes Best-in-State Wealth Management Teams for multiple years. Generated from the website