UBS Financial Services, Inc

Kolton Wood Wealth Management is a wealth management team at UBS Financial Services in Boston that provides financial planning and personalized portfolio management. Its clients include business owners, professionals, retirees and affluent families, and the team aims to manage a client’s entire financial life while engaging each generation of the family. The goal is to serve as a client’s primary source of financial advice, with education and customized strategies built around their goals.

The team was founded by Myra Kolton, a senior vice president for wealth management and financial advisor who has celebrated 50 years with UBS and more than 54 years in the financial industry, the first four with a UBS predecessor firm. A Vassar College graduate who lives in Chestnut Hill, she is also an avid duplicate bridge player. The team emphasizes long-term relationships built on quality client service in every market condition.

What to Know

• Myra Kolton’s philanthropic interests include The West End House, Dana-Farber Cancer Institute, Vassar, Brandeis University and Girls’ Latin School/Boston Latin Academy.
• She is listed to serve clients in a dozen states, including Massachusetts, New York, Florida and California.
• The team is listed with the Marblehead Chamber of Commerce.