It's your legacy We help you preserve and protect it
Steven Smith
Senior Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
617-439-8161
UBS Financial Services Inc.
One Post Office Square
34th Floor
Boston, MA 02109
It's vital to take a holistic approach to wealth management, and it all begins with this promise: to provide you with the insight and perspective that, over time, can make a valuable difference in your life. Whether it's to protect your estate for the next generation or to contribute to the philanthropic causes that mean so much, I provide the guidance you need to gain clarity, weigh your next steps and choose a strategy you can depend on and begin acting on today.
My perspectives
Insights