Thomas Wood, CFP - UBS Financial Services Inc. in Boston, MA is a wealth management firm that takes a planning-based approach with an emphasis on risk management. Their team is dedicated to making a meaningful impact on their clients' personal and professional lives by understanding their priorities and helping them maintain their lifestyle, prepare their family to be responsible stewards of wealth, and preserve their values and legacy.
Thomas Wood, CFP, the Managing Director of Wealth Management, has been with UBS since 2001 and is a CERTIFIED FINANCIAL PLANNER. He works closely with clients to develop comprehensive financial plans, estate plans, and manage investment portfolios. With his expertise and credentials, he is able to provide advice in areas such as financial planning, retirement planning, legacy planning, investing, custom portfolios, alternative investments, sustainable investing, and impact investing.
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