Let's move forward. Together.

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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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    Dominick Lovecchio

    Senior Vice President

    Financial Advisor

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    • CA
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          Home Worker MD
          Home Worker MD, MD 000
        • Sunil

          Sunil Bhavnani

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CA
          • CO
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          • FL
          • IL
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                184 Liberty Corner Road
                Suite 101
                Warren, NJ 07059
              • John

                John Hanson

                Senior Wealth Strategy Associate

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                • CA
                • CO
                • DE
                • FL
                • IL
                • MD
                • MO
                • ND
                • NJ
                • NY
                • OK
                • PA
                • TX
                • UT
                • VA
                • VT
                      184 Liberty Corner Road
                      Suite 101
                      Warren, NJ 07059

                    Your 401(k)'s lifetime income illustration

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    How do you plan confidently for the retirement you want?

                    Start by building a strategy based on the resources and needs over the course of your life.

                    Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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