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
        arthur.bartholomew@ubs.com
        Arthur Bartholomew
        101 West Elm Street,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
              jeffrey.p.king@ubs.com
              Jeffrey King
              101 West Elm Street,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
                    lorraine.geraghty@ubs.com
                    Lorraine Geraghty
                    101 West Elm Street,Conshohocken,PA,19428

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                  UBS and Credit Suisse—stronger than ever

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

                  Download the report

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.8+ trn

                  UBS Group invested assets
                  As of 03/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

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