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.

  • 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
    • 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
          • NC
          • NH
          • NJ
          • NY
          • OH
          • PA
          • PR
          • SC
          • TX
          • UT
          • VA
          • WI

          Robert is a Chartered Retirement Planning Counselor with over 20 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.

                109 North Avenue
                2nd Floor
                Westfield, NJ 07090
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                Jaime A. Banghart, CRPC

                Senior Client Associate

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                • CA
                • FL
                • KY
                • MA
                • MD
                • NC
                • NH
                • NJ
                • NY
                • PA
                • TX
                • 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.   She and her husband Drew are residents of Middlesex, NJ and proud parents of 2 children.

                 

                      109 North Avenue
                      2nd Floor
                      Westfield, NJ 07090

                    Selecting retirement savings plans

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    How do you plan confidently for the retirement you want?

                    Start by building a strategy based on the resources and needs over the course of your life.

                    Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    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 11/23/2021

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