Let's move forward. Together.

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.

Low Angle View Of Suspension Bridge

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.

  • robert

    Robert Devaney

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KS
    • 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.

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Chartered Retirement Planning Counselor
      109 North Avenue
      2nd Floor
      Westfield, NJ 07090
      robert.devaney@ubs.com
      Robert Devaney
      109 North Avenue,Westfield,NJ,07090
    • richard

      Richard Coltrera, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CO
      • CT
      • FL
      • GA
      • IL
      • IN
      • KS
      • 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
            richard.coltrera@ubs.com
            Richard Coltrera, CFP
            109 North Avenue,Westfield,NJ,07090
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            Jaime A. Banghart, CRPC

            Authorized Officer

            Senior Wealth Strategy Associate

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            • CA
            • CO
            • CT
            • DE
            • FL
            • GA
            • IL
            • IN
            • KS
            • 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
                jaime.santos@ubs.com
                Jaime A. Banghart, CRPC
                109 North Avenue,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.

              Why does A.I. in space matter?

              Outlook on interest rates

              Tree

              UBS and Credit Suisse—stronger than ever

              Modern Retirement Monthly

              Modern Retirement Monthly

              Traditional or Roth?

              For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              Global leader

              UBS is a leading and truly global wealth manager

              Financial strength

              Driving confidence.
              A-  Standard & Poor’s
              A  Fitch
              A3
                Moody’s


              UBS AG, long-term senior secured debt rating. As of 03/31/2024

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