Your Financial World – Simplified

The Swett Wealth Management Group Jeffrey A. Swett, David Scott Nash, Steven L. Rossi, Natasha Antonakos, Karen Lucey, Lauren Taylor Scarlett, Deborah Ann Masiello

The Swett Wealth Management Group


phone

617-439-8004



phone

855-829-6810





address

UBS Financial Services Inc.
One Post Office Square
34th Floor
Boston, MA 02109



Our team offers a highly personalized approach that helps you simplify the challenges that come with protecting, growing and transitioning wealth. We have spent over 25 years serving the complex financial needs of corporate executives, business owners and medical professionals.

Why do clients choose our team?

  • Our 2018 Client Survey* resulted in a 96% overall client satisfaction rate
  • 97% reported having a trust based relationship with our advisors
  • 98% reported that our team was always accessible and responsive
  • We utilize the global resources of UBS – the world's largest wealth management firm

Jeff Swett has been recognized as an industry leader


Jeff in the media

  • Market Watch – How do-good DIY Investors can bring ESG into their stock portfolios (Jan 2019)
  • Financial Advisor IQ – Help Clients Make Hard Decisions at their own pace (December 2018)
  • Financial Advisor Magazine – Talk to Clients About Making a Contribution to the world (December 2018)
  • Forbes – Does Increased Volatility Mean the Bull Market is Over? (October 2018)
  • US News & World Report – How to get the most out of stock screeners (September 2018)
  • Fox News – The Swett Group Joins Forces with American Corporate Partners (March 2018)
  • Chicago Evening Post – Jeff Swett Honored in Forbes Best-In-State Advisors (February 2018)
  • NBC – The Swett Group Sponsors High School Education (February 2018)
  • The Hill – Why Drama in Washington can't shake optimism on Wall Street (September 2017)
  • The Hill – What to look for in a Financial Advisor (April 2017)
  • Money Inc. – Why women face more challenges in retirement (April 2017)
  • Money Inc. – When is it time to consider working with a Financial Advisor (February 2017)
  • Financial Times – Jeff Swett is Recognized as one of the Top 400 Financial Advisor (April 2014)

Full list of Jeff's media appearances


Learn more about us

We are strongly positioned to meet the wide range of your sophisticated needs.



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