Let's move forward. Together.

Three generations in the front yard

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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  • keith

    Keith Householder

    Senior Vice President–Wealth Management

    Financial Advisor

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          Stocking Works
          411 South State Street
          Newtown, PA 18940
        • mike

          Michael Haberman

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
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                Stocking Works
                411 South State Street
                Newtown, PA 18940
              • CHUCK

                Charles Lovell

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AK
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IL
                • IN
                • KY
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                • NC
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                • NJ
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                      Stocking Works
                      411 South State Street
                      Newtown, PA 18940
                    • chris

                      Christopher Slowey

                      Account Vice President

                      Financial Advisor

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                      • AL
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • HI
                      • IL
                      • IN
                      • KY
                      • MA
                      • MD
                      • MI
                      • MT
                      • NC
                      • NE
                      • NH
                      • NJ
                      • NV
                      • NY
                      • OH
                      • OK
                      • OR
                      • PA
                      • RI
                      • SC
                      • TN
                      • TX
                      • VA
                      • VT
                      • WA
                      • WI
                      • WV
                      • WY

                            Stocking Works
                            411 South State Street
                            Newtown, PA 18940

                          The circular economy: What is it?

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          Legacy—Wealth for others

                          For needs that go beyond your own—to help you improve the lives of others

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          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

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager