Thomas Wood, CFP-UBS Financial Services Inc is a wealth management firm based in Boston, MA. Led by Thomas Wood, a CERTIFIED FINANCIAL PLANNER with extensive experience in the financial services industry, the firm offers a planning-based approach with a focus on risk management. They provide comprehensive financial planning, estate planning, and investment portfolio management services to help clients achieve their financial goals and preserve their wealth for future generations.
With a strong emphasis on understanding clients' priorities, Thomas Wood and his team are dedicated to making a meaningful impact on both their personal and professional lives. They work closely with clients to develop customized financial plans and offer expertise in alternative investments, sustainable investing, and impact investing. Recognized as Forbes Best-in-State Wealth Advisors multiple times, Thomas Wood, CFP-UBS Financial Services Inc is committed to delivering exceptional financial advice and guidance to their diverse clientele.
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