The Hilton Group at UBS Financial Services in Newport, RI, offers Private Wealth Management services to successful families, entrepreneurs, executives, and foundations. With a focus on intelligent decision-making, risk management, and pursuing long-term financial goals, clients trust the experienced team for tailored strategies integrating complex investing, planning, and financing needs.
Managed by James "Jamie" Hilton, a Certified Exit Planning Advisor, the boutique firm combines global UBS resources with personalized service akin to a family office. With a commitment to making a meaningful impact, The Hilton Group aims to instill confidence in clients about their financial future through comprehensive advice and tailored solutions.
Comprising a team of professionals like Kara Museler and Anthony Cerino, The Hilton Group excels in providing financial planning advice, investment management, tax efficiency, and philanthropic planning. Recognized for industry excellence, the team's diverse expertise and dedication to client service set them apart in the realm of wealth management.
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