Expertise you can count on



The value we create for our clients is summed up as Strategic Wealth Management. Strategic Wealth Management enables clients to gain perspective and control of their investments and make better decisions by avoiding asset depletion, managing costs and minimizing taxes*. Our team produces consolidated reports aggregating all client assets so the client can efficiently and thoroughly understand their financial position. With our consultation and proficiency, clients make better decisions with their investment solutions to correspond with their financial goals.

*Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You should consult with your personal legal or tax advisor regarding your personal circumstances.


Robert Bosco
Robert Bosco, CFP®

Senior Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Wealth Advisor
617-439-8594


James G. Fair
James G. Fair, CFP®

Senior Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Wealth Advisor
617-439-8595


Peter C. Farrington
Peter C. Farrington

Vice President – Wealth Management
617-439-8013


Rachel L. Click
Rachel L. Click

Registered Client Service Associate
617-439-8593


Andrew J. Fanikos
Andrew J. Fanikos

Client Service Associate
617-439-8491



The Harborside Wealth Management Group

The Harborside Wealth Management Group

One Post Office Square
34th Floor
Boston, MA 02109

617-439-8592
855-829-6807 fax


Robert Bosco, CFP®

Senior Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Wealth Advisor
James G. Fair, CFP®

Senior Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Wealth Advisor
Peter C. Farrington

Vice President – Wealth Management
Rachel L. Click

Registered Client Service Associate
Andrew J. Fanikos

Client Service Associate
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