LaPointe Wealth Management - UBS Financial Services Inc.

Call
Website

Photos

1 Post Office Sq Fl 33
Boston, MA 02109
+1 (617) 439-8545
https://advisors.ubs.com

LaPointe Wealth Management, part of UBS Financial Services Inc., is a Boston-based financial advisory team led by seasoned professionals dedicated to helping clients achieve their financial goals. With over 30 years of experience, Senior Vice President Roger LaPointe Jr. and his team emphasize a personalized approach, focusing on understanding clients' priorities and concerns to provide tailored wealth management solutions.

The team includes experienced financial advisor Nicole Kristen Johnson, who specializes in retirement and legacy planning, and Senior Registered Client Associate Alicia Ragnelli, who ensures high-quality service and operational efficiency. Together, they leverage their extensive industry knowledge to guide clients through complex financial questions and strategies, fostering lasting relationships built on trust and understanding.

Generated from the website

We can help you embrace your financial future

Also at this address

Owner verified
See a problem?

You might also like

David C. Grosek - UBS Financial Services Inc.

David C. Grosek - UBS Financial Services Inc.

Visit our office today located in Boston, 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.
Dietrich Sussman Group - UBS Financial Services Inc.

Dietrich Sussman Group - UBS Financial Services Inc.

The Dietrich Sussman Group at UBS Financial Services Inc. in Boston, MA, is a comprehensive wealth management practice dedicated to addressing every aspect of a client's financial life. With a disciplined planning-based approach, the team aims to build long-term relationships while providing tailored financial strategies that align with their clients' goals. Led by experienced professionals including Senior Vice Presidents Fran Dietrich and Allen Sussman, the group brings a wealth of knowledge in financial planning, asset management, estate and succession planning, and risk management. The team is committed to delivering high-quality client service, ensuring that each client receives the attention and expertise they deserve in achieving their financial objectives. Generated from the website
Peter Laird - UBS Financial Services Inc.

Peter Laird - UBS Financial Services Inc.

Visit our office today located in Boston, 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.
United States›Massachusetts›Boston›LaPointe Wealth Management - UBS Financial Services Inc.

Yext