Experience Makes all the difference

The Fasi Wealth Management group at UBS Financial Services has been advising high net worth families and business owners for over 40 years. We maintain a consultative approach to financial planning and wealth management, while providing access to the depth and breadth of resources at UBS, one of the largest and best capitalized firms in the industry.

Our relationships begin with an understanding of our clients’ goals and values; including collaboration with attorneys, tax professionals and their other advisors. We incorporate these added perspectives within a well-defined process that delivers a comprehensive wealth plan tailored to each client’s unique individual needs.

Advice you can trust starts with a conversation.
Please contact us at: 800-527-7162

James F. Fasi, CFP®, CEPA®

Senior Vice President - Wealth Management
Senior Portfolio Manager
860-727-1507

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Jim has dedicated his 40 years in the financial services industry to serving clients of UBS and its predecessor firms, with a special focus on wealth management planning strategies. As a CERTIFIED FINANCIAL PLANNER™ and UBS Wealth Advisor, he leverages his extensive knowledge of financial and estate planning, tax minimization strategies and investment decision making to help the team's clients develop and implement their overall financial plans. Read full biography


Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, KY, MA, MD, ME, MI, MN, NC, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT, WA

David J. Fasi, CFP®, CEPA®

Wealth Advisor
Portfolio Manager
860-275-8006

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David joined Fasi Wealth Management at UBS Financial Services in 2012 after spending 8 years serving the risk management needs of his corporate clients. His primary focus is working with owners of closely-held and family-owned businesses, with a focus on exit planning and generational planning. He is a CERTIFIED FINANCIAL PLANNER™ professional, along with a Certified Exit Planner (CEPA®) and maintains a consultative approach to the business.

Within his community, David is active within a number of professional organizations, including the Association for Corporate Growth (ACG), the Estate and Business Planning Council of Hartford (EBPC), and the Exit Planning Exchange (XPX).


Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, KY, MA, ME, MI, MN, NC, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WA

Robert D. Wachob

Financial Advisor
Portfolio Manager
860-275-8029

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In 2012, Bob joined Fasi Wealth Management where he serves high net worth and ultra high net worth individuals, business owners and corporate executives. Bob brings a depth of experience to his role as a Financial Advisor. His interest in investing started at an early age; he purchased his first stock when he was just 13 years old. Read full biography


Registered States:
AZ, CA, CT, GA, MA, MD, NJ, NY, RI, VA

Bernard M. Tabol

Investment Associate
860-727-1584

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Bernie’s strong interest in helping others prompted him to enter the financial services industry 27 years ago. He is known for his warmth, sincerity and dedication. He is always available to talk directly with Fasi Wealth Management clients, ensuring a high level of efficient service. Read full biography


Registered States:
CA, CT, DC, FL, GA, MA, ME, NC, NY, RI, VT