Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Gregory Miller Profile Photo

    Gregory S. Miller, CFP®, ChFC®, CLU®

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • SD
    • TX
    • VA
    • WY

          Financial planning
          Education planning
          Long-term care planning
          Retirement planning
          Estate planning strategies
          Investing
          401(k) plan services
          Business owners
          411 South State Street
          2nd Floor
          Newtown, PA 18940
          gregory.s.miller@ubs.com
          Gregory S. Miller, CFP®, ChFC®, CLU®
          411 South State Street,Newtown,PA,18940
        • Roxanne Holder Profile Photo

          Roxanne Holder

          Senior Client Associate

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            • 25 years at UBS
            • Specializes in client service programs and marketing

                  411 South State Street
                  2nd Floor
                  Newtown, PA 18940
                  roxanne.holder@ubs.com
                  Roxanne Holder
                  411 South State Street,Newtown,PA,18940
                Three generations in apple orchard

                Turn possibilities into a plan

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                A leading global wealth manager

                Two brothers. One inheritance.

                How will their story unfold?

                Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

                If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $7 trn

                UBS Group invested assets
                As of 12/31/2025

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

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