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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
Financial Advisor
Clete works with a select group of families and businesses in developing strategies to manage their wealth. The services are aligned with the interests of his clients and allow the strategies to go beyond the single dimension of investments. Whether looking for aggressive growth or hoping to retire early, saving for a major purchase or making sure your children's education is paid for, He will employ a host of tools to ultimately achieve your financial goals. He draws upon a broad array of solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals to help you create, build and protect your wealth.
Clete can provide you access to a proven process with a suite of robust tools to help ensure that your unique needs are understood, and build on that foundation over time. He works with businesses and individuals through every step of their financial life cycle and works with his clients to develop a total wealth management experience, focusing on in-depth financial solutions and a relationship that is built on trust.
Clete is a graduate of Saint Joseph's University with a bachelor of science in Business Administration. He currently resides in Longport, New Jersey with his wife, Nicole and their three children.
Education
Vice President–Wealth Management
Financial Advisor
Clete works with a select group of families and businesses in developing strategies to manage their wealth. The services are aligned with the interests of his clients and allow the strategies to go beyond the single dimension of investments. Whether looking for aggressive growth or hoping to retire early, saving for a major purchase or making sure your children's education is paid for, He will employ a host of tools to ultimately achieve your financial goals. He draws upon a broad array of solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals to help you create, build and protect your wealth.
Clete can provide you access to a proven process with a suite of robust tools to help ensure that your unique needs are understood, and build on that foundation over time. He works with businesses and individuals through every step of their financial life cycle and works with his clients to develop a total wealth management experience, focusing on in-depth financial solutions and a relationship that is built on trust.
Clete is a graduate of Saint Joseph's University with a bachelor of science in Business Administration. He currently resides in Longport, New Jersey with his wife, Nicole and their three children.
Education
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
