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Matthew T. Shafer
Matthew T. Shafer
Vice President - Investments
Advisory and Brokerage Services
  • Private Wealth Advisor
  • Certified Investment Management Analyst (CIMA®)
  • Senior Managed Accounts Consultant (SMAC)
5100 Town Center Circle
Tower 2 - 6th Floor
Boca Raton, FL 33486
800-937-7071 ext. 1854
561-367-1854
561-393-0446 fax
matthew.shafer@ubs.com

What is important to you? At UBS, that’s where our conversation begins.

Helping you find those answers is what the relationship between you and us is all about. Because the better I understand how you envision your future, the better we can work together to help you shape it. And my approach is a simple one: Based on your goals and priorities, I’ll work with you to help you plan your most meaningful milestones and all you hope your future can be.  

Managing Wealth

Your Retirement Plan

Planning for retirement in a changed world
Is your plan for retirement still on track?

Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

My Perspective
Your Future, Our Focus your_future_our_focus.pdf (1198kb)
Corporate Profile CorporateProfile.pdf (211kb)
Individual Investor Profile ind_investorprofile.pdf (71kb)
The Benefits of Asset Allocation and Rebalancing Benefits_ofAssetAllocation_Rebalancing.pdf (75kb)
Tax-Management Techniques for Wealth Preservation TaxMgmtTechniquesforWealthPreservation.pdf (574kb)
News

Two members of UBS AG Board of Directors will not stand for re-election
Formal signing of settlement agreement relating to the John Doe summons

Spotlight Articles

Market Outlook: The recovery – on track, but slow and uneven  (810kb)
Do you have a plan for transferring wealth to others?
Managing taxes and portfolio risk and return

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