printPrint shareShare contactContact

UBS


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.


Peter S. Cleary
Senior Vice President – Wealth Management
Wealth Advisor
617-439-8586
peter.cleary@ubs.com

Robert Bosco, CFP®
Senior Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Wealth Advisor
617-439-8594
robert.bosco@ubs.com

James G. Fair, CFP®
Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Wealth Advisor
617-439-8595
jim.fair@ubs.com

Peter C. Farrington
Account Vice President
617-439-8013
peter.farrington@ubs.com

mariana L. Ali
Registered Client Service Associate
617-439-8591
mariana.ali@ubs.com

rachel L. Click
Registered Client Service Associate
617-439-8593
rachel.click@ubs.com


The Harborside Wealth Management Group

The Harborside Wealth Management Group

One Post Office Square
32nd + 33rd Floors
Boston, MA 02109
617-439-8592
855-829-6807 fax
contact us get directions


Peter S. Cleary
Senior Vice President – Wealth Management
Wealth Advisor
Robert Bosco, CFP®
Senior Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Wealth Advisor
James G. Fair, CFP®
Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Wealth Advisor
Peter C. Farrington
Account Vice President
mariana L. Ali
Registered Client Service Associate
rachel L. Click
Registered Client Service Associate
Account Login
Remember me

First-Time User
Enroll Now
View Mailbox

Market Update

2ddde