$5.9+ trn
UBS Group invested assets
As of 06/30/2024
As an affluent professional, business owner or corporate executive, you are looking for wealth management guidance that adds value to your life. Beyond investment performance, we offer innovative ideas, a deep understanding of your needs and a long-term strategy focused on your family’s success.
At The Fendrick Group, our collective experience spans more than 100 years and generations of family relationships. We are passionate about providing comprehensive financial planning that can help guide you through the different stages of your financial life. We are equally at home addressing the complexities posed by inherited wealth.
We are a multigenerational team whose roots in the South Jersey and greater Philadelphia area run deep, and we are proud to be active members of our community. We are also proud to be of service to our clients—to their values and the ultimate pursuit of their goals.
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.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Investment Associate
Wealth Strategy Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Investment Associate
Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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.
$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
