Working toward your goals It starts with a strategic plan

The Uva Wealth Management Group David Michael Uva, William Scot Marsden, David M. Cavicchio, Anna Katherine Peterson

The Uva Wealth Management Group


800-225-2385 ext. 8591




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

Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.

David Uva has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020


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