Newport, RI Private Wealth Management – UBS Financial Services Inc.

Newport, RI Private Wealth Management, UBS Financial Services Inc. is a financial planner in Newport, RI, serving affluent individuals, successful families, entrepreneurs, private clients, and foundations with comprehensive wealth management solutions. The firm specializes in investment management, wealth preservation, capital markets, charitable planning, intergenerational wealth transfer, and exit planning strategies. Led by Managing Director and Private Wealth Advisor James “Jamie” Hilton, the firm emphasizes personalized service and long-term financial success for ultra-high net worth clients. With deep roots in the region and a history of client-focused advisory work since 1991, the firm operates across the Northeast, drawing on extensive experience and a commitment to excellence. Though no customer reviews are currently available, the firm is recognized for its industry leadership and professional credentials.

James Hilton, the founder of The Hilton Group at UBS, brings decades of experience from the financial markets, including a tenure on the floor of the COMEX in New York. His background in commodities trading and institutional finance informs his strategic approach to wealth management. A lifelong maritime enthusiast, Hilton applies lessons from competitive sailing, self-reliance, decisive action under pressure, and adaptability, to his advisory practice. He is a certified financial planner and holds the CEPA designation, reflecting his dedication to professional standards. His accomplishments include multiple recognitions as a Barron’s Top 1,000, 1,200, and 1,500 Financial Advisor, affirming his standing among the most respected professionals in the field.

The firm is located at 130 Bellevue Ave in Newport, RI, situated within the city’s historic and affluent residential corridor. While no specific nearby landmarks are listed, the address places the office in close proximity to the city’s cultural and civic heart, within a short distance of the Newport Public Library and the historic Bellevue Avenue mansions.

The firm is distinguished by its well-documented presence across online platforms and a website optimized for clarity and accessibility, reflecting a strong commitment to transparency and professional communication. This level of detail and consistency underscores its credibility in the private wealth management space.

In Newport, where legacy and financial stewardship are deeply valued, the firm stands out for its blend of elite expertise, personalized service, and a legacy of trust built over more than three decades.