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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

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    • CA
    • CO
    • FL
    • MD
    • MO
    • ND
    • NJ
    • NY
    • OK
    • PA
    • TX
    • UT
    • VA

          184 Liberty Corner Road
          Suite 101
          Warren, NJ 07059
          dom.lovecchio@ubs.com
          Dominick Lovecchio
          184 Liberty Corner Road,Warren,NJ,07059
        • Sunil

          Sunil Bhavnani

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CA
          • CO
          • CT
          • DE
          • FL
          • IL
          • MD
          • MO
          • ND
          • NJ
          • NY
          • OK
          • PA
          • TX
          • UT
          • VA

                184 Liberty Corner Road
                Suite 101
                Warren, NJ 07059
                sunil.bhavnani@ubs.com
                Sunil Bhavnani
                184 Liberty Corner Road,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
                      john.w.hanson@ubs.com
                      John Hanson
                      184 Liberty Corner Road,Warren,NJ,07059
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                    A leading global wealth manager

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                    ElectionWatch 2024

                    24 questions for the '24 US election

                    Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                    The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                    Download the report

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                    As of 06/30/2024

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