Dugan Wealth Management, a division of UBS Financial Services Inc., is a Boston-based wealth management firm that offers personalized financial planning and investment solutions for individuals, families, and businesses. Led by Senior Vice Presidents Owen Dugan and Jamie McDonald, the team focuses on understanding clients' priorities and concerns to help them confidently pursue their life goals through tailored strategies such as portfolio design, cash flow management, and legacy planning.
With over 20 years of experience in the financial services industry, Dugan Wealth Management strives to build long-lasting relationships based on trust and personalized advice. The team, including Senior Vice President Matthew Bechtel, is dedicated to simplifying clients' financial lives, making better financial and investment decisions, and preserving and growing their wealth over multiple generations. Committed to giving back to the community, the team is actively involved in various charitable organizations and educational initiatives.
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