Let's move forward. Together.

A team of rowers rowing a boat

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Arthur Bartholomew

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA

        • Senior Portfolio Manager
        101 West Elm Street
        Suite 200
        Conshohocken, PA 19428
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        Jeffrey King

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IL
        • MA
        • MD
        • ME
        • MN
        • NC
        • NH
        • NJ
        • NY
        • OH
        • PA
        • SC
        • TX
        • VA
        • VT
        • WA

              101 West Elm Street
              Suite 200
              Conshohocken, PA 19428
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              Lorraine Geraghty

              Client Associate

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • IL
              • IN
              • MA
              • MD
              • ME
              • MI
              • NC
              • NE
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • RI
              • SC
              • TN
              • TX
              • VA

                    101 West Elm Street
                    Suite 200
                    Conshohocken, PA 19428

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                  UBS and Credit Suisse—stronger than ever

                  Managing wealth is our craft

                  We’re committed to understanding what wealth means for you.

                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $5+ trillion

                  In invested assets globally 
                  As of 11/07/2023

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

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