Let's move forward. Together.

Wind turbines

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.

Two women in office

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.

  • image

    Dominick Lovecchio

    Senior Vice President

    • image
    • image
    • image
    • 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

          • image
          • image
          • 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

                • image
                • image
                • image
                • 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
                    Three generations in apple orchard

                    Turn possibilities into a plan

                    House View Monthly

                    Mountain climbers on peak at sunrise

                    A leading global wealth manager

                    UBS Year Ahead 2025

                    Roaring 20s: The next stage

                    Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                    A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                    Read the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

                    Insights