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colterera-devaney

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.

  • richard

    Richard Coltrera, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • PR
    • SC
    • TX
    • UT
    • VA
    • WI

    Rick is a Certified Financial Planner with over 30 years of experience in the financial services industry. Prior to joining UBS, he was associated with Merrill Lynch. Rick uses financial planning as the foundation of his clients' portfolio strategies. Rick earned an M.B.A. in finance and has completed the UBS Wealth Management education program. Outside of the office, he has been active in many community organizations, including Westfield Foundation, the Westfield YMCA and many youth sports programs. Rick and his wife Margie reside in Westfield, NJ.

          109 North Avenue
          2nd Floor
          Westfield, NJ 07090
        • robert

          Robert Devaney

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • IL
          • IN
          • KY
          • MA
          • MD
          • ME
          • NC
          • NH
          • NJ
          • NY
          • OH
          • PA
          • PR
          • SC
          • TX
          • UT
          • VA
          • WI

          Robert is a Chartered Retirement Planning Counselor with over 25 years of experience in the financial services industry, including having been a risk analyst for high-net worth clients. He customizes investment plans for his clients by utilizing a disciplined approach to managing risk. Robert earned a B.A. in finance and has completed the UBS Wealth Management education program. In his community, Robert is active in several organizations, including the Cranford Hockey Club, and Rahway River Trout Unlimited. In free time, he enjoys playing hockey, golf, and fishing. Robert, his wife, Sandra, and their two children reside in Cranford, NJ.

              • Chartered Retirement Planning Counselor℠
              109 North Avenue
              2nd Floor
              Westfield, NJ 07090
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              Jaime A. Banghart, CRPC

              Client Associate Senior

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              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • IL
              • IN
              • KY
              • MA
              • MD
              • NC
              • NH
              • NJ
              • NY
              • OH
              • PA
              • PR
              • SC
              • TX
              • UT
              • VA
              • WI

              With over 15 years of financial services experience, Jaime is responsible for Coltrera Devaney Wealth Management clients' planning needs, as well as, their service and administrative experience.  She works closely with Rick and Bob in creating portfolio proposals and trading executions.  Jaime graduated with an economics degree from Rutgers University.  She currently holds various industry licenses including the Series 7 and Life Insurance.  To further benefit the team's clients, she has earned the Chartered Retirement Planning Counselor (CRPC) Designation.   

               

                  • Chartered Retirement Planning Counselor℠
                  109 North Avenue
                  2nd Floor
                  Westfield, NJ 07090

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                Are markets going "Back to the Future"?

                Debt ceiling and inflation

                Tree

                Exceptional financial strength and stability

                women

                Modern Retirement Monthly

                3 strategies to improve your after-tax wealth potential

                Taxes can be a burden in retirement, but you have options to manage them. Read the latest Modern Retirement Monthly to learn how you can make the most of your retirement savings using strategies such as Roth conversions, life insurance and qualified charitable distributions.

                Backed by the strength of UBS

                A global leader in wealth management

                $3.9 trillion

                In invested assets globally 
                As of 12/31/2022

                Global leader

                UBS is a world-leading wealth manager

                Financial strength

                Driving confidence.
                Aa3 (stable) Moody’s
                A+ (stable) Standard & Poor’s

                UBS AG, long-term senior secured debt rating. As of 12/31/2022

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