$6 trn
UBS Group invested assets
As of 12/31/2024
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 FLO Wealth Management, 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.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Investment Associate
Wealth Strategy Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Investment Associate
Wealth Strategy Associate
Client 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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
