$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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 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.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager