Let's move forward. Together

Our mission is to deliver a CUSTOM experience to each of our clients:

Our Clients entrust us to help them with all aspects of their financial needs from asset allocation or insurance to wealth structure and transfer and more. 

• C- Control emotional decision making
• U- Understand and utilize volatility
• S- Sustainability of our team
• T- Transparency of fees, charges and expectations
• O- Offer a deep and broad suite of financial services
• M- Market experience

This is at the core of our practice. When you work with Custom Wealth Management Group, you get care and attentiveness of the whole team, rather than just one advisor.  Together we watch over your financial strategy and communicate with you to help ensure your plan always aligns to your financial goals, no matter what may change along the way.

Team Pic

  • keith

    Keith Householder

    Financial Advisor

    Chartered Retirement Planning Counselor

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

    Keith began his career in the financial service industry in 1999. As a financial advisor, Keith and his partners focus on meeting the financial goals of clients. Utilizing UBS's state of the art tools, Keith and his partners assist clients with everything from investment management to retirement and wealth transfer planning.

    Keith is a graduate of Temple University's Fox School of Business with a dual major in Marketing and Risk Management. Keith has continued his financial education by obtaining the Chartered Retirement Planning Counselor(SM) designation. Keith was also a Corporal in the United States Marine Corps, serving from 1992 to 1999.

    He currently lives in Rydal, PA with his wife Anita and their four children, Holly, Grace, Sophia and Cormac.

    He leads the ETF and Bond strategies in the Investment Advisory Program for the team.

    Keith is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

    Chartered Retirement Planning Counselor(SM) and CRPC®; are registered service marks of the College for Financial Planning.

      • Temple University's Fox School of Business, Marketing and Risk Management: 1997
      • Chartered Retirement Planning Counselor
      Stocking Works
      411 South State Street
      Newtown, PA 18940
      keith.householder@ubs.com
      Keith Householder
      Stocking Works,Newtown,PA,18940
    • mike

      Michael Haberman

      Financial Advisor

      Retirement Plan Consultant

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

      With over 21 years of experience in the financial services industry, Mike has built a reputation as a trusted advisor and advocate, guiding both individuals and institutions through the complexities of financial decision-making.  His career began at Morgan Stanley in 2003, and in 2007 a transition to Merrill Lynch occurred, leading to 15 years of deep expertise in wealth and retirement planning.  Currently, Mike co-leads the CUSTOM Wealth Management team at UBS, an 8 person group founded in 2012 with his two partners Charles Lovell and Keith Householder.  As a designated Retirement Plan Consultant (RPC), specialization includes helping successful families, corporate executives, business owners, and retirement plans optimize resources to meet their financial goals.

      The foundation of this work is a goals-based approach, ensuring that the strategies and advice provided are tailored to help clients make rational, informed decisions that align with their long-term objectives.

      Educational background includes a dual degree in Finance and Marketing from Drexel University, where success was also found playing Division I Men's soccer.  Professional designations include CRPC (Chartered Retirement Planning Consultant) and CPFA (Certified Plan Fiduciary Advisor), which deepen expertise in retirement and fiduciary advisory services.

      Beyond professional commitments, involvement in philanthropy includes work with Donors are Heroes, a volunteer group affiliated with the Gift of Life Donor Program along with the other great organizations like Bringing Hope Home.  Additionally, there is passion for coaching youth sports, and Mike serves as a board member of the Radnor Soccer Club (RSC) in the community Mike, his wife Michele and family reside.

       

        • Drexel University, Finance and Marketing: 2002
        • Retirement Plan Consultant
        • Chartered Retirement Planning Counselor
        Stocking Works
        411 South State Street
        Newtown, PA 18940
        michael.haberman@ubs.com
        Michael Haberman
        Stocking Works,Newtown,PA,18940
      • CHUCK

        Charles Lovell

        Financial Advisor

        Certified Private Wealth Advisor

        • image
        • image
        • image
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI
        • WY

        Charles has more than 18 years of experience providing financial and wealth management advice and services. He joined Merrill Lynch in 2006, coming from Morgan Stanley and transitioned to UBS in 2022. Charles focuses on wealth planning and asset management.

        Charles, an Eagle Scout, who is originally from San Francisco, CA moved to the Philadelphia area after graduating from Lafayette College. Charles currently lives in Huntingdon Valley, PA with his wife Amanda and three children Charlie, Margeaux & Greenleigh. He leads the equity strategy in the Investment Advisory Program.

        Charles is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

          • Lafayette College, Political Science and Art History: 1999
          • Certified Private Wealth Advisor
          • CERTIFIED FINANCIAL PLANNER®
          • Certified Exit Planning Advisor
          • Accredited Domestic Partnership Advisor℠
          • Certified Portfolio Manager®
          Stocking Works
          411 South State Street
          Newtown, PA 18940
          charles.lovell@ubs.com
          Charles Lovell
          Stocking Works,Newtown,PA,18940
        • chris

          Christopher Slowey

          Account Vice President

          Financial Advisor

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

          Chris Slowey is a Vice President and Partner on the team.  Prior to joining UBS in 2022, Chris and the team worked with their clients at Merrill Lynch.

          Chris takes a highly personalized approach to the clients he serves while channeling the resources and capabilities of the firm to craft detailed, integrated strategies across multiple disciplines including financial planning, investment management, wealth transfer, credit & philanthropy.    

          Chris began his career in Investment Management working for Mario Gabelli at GAMCO Investors, Inc. for 14 years.  As Vice President, Chris worked with Institutional Investors, Financial Advisors and Family Offices in equity and alternative investments.  Chris earned a bachelor’s degree in Finance with a minor in Accounting from Fairfield University.  Today, Chris lives with his wife and their two children in Moorestown, New Jersey.

            • Fairfield University, B.A. in Finance with a minor in Accounting: 2006
              Stocking Works
              411 South State Street
              Newtown, PA 18940
              chris.slowey@ubs.com
              Christopher Slowey
              Stocking Works,Newtown,PA,18940
            • Martha

              Martha Harding

              Vice President–Wealth Management

              Financial Advisor

              • image
              • image
              • image
              • AL
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • ID
              • IL
              • IN
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • NC
              • NJ
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • RI
              • SC
              • TN
              • TX
              • VA
              • WA
              • WI
              • WY

              Today’s investors need more than information. It takes an investment professional to put that information into context; to know you, your needs and your stage of life; to determine which strategies complement your goals so that your personal wealth management plan is suitable now and for years to come. As a trained investment professional with over 32 years of experience, Martha: 

              - Takes the time to learn about your individual goals and needs so that you will feel confident in the investment decisions you make
              - Understands that the best investment decisions are the ones that are suitable for each individual client

                    411 South State Street
                    2nd Floor
                    Newtown, PA 18940
                    martha.harding@ubs.com
                    Martha Harding
                    411 South State Street,Newtown,PA,18940
                  • Headshot

                    Cindy Garrity

                    Team Administrator

                    Chartered Retirement Planning Counselor

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

                        • Chartered Retirement Planning Counselor
                        Stocking Works
                        411 South State Street
                        Newtown, PA 18940
                        cindy.garrity@ubs.com
                        Cindy Garrity
                        Stocking Works,Newtown,PA,18940
                      • Headshot

                        Isabella Raspa

                        Senior Client Associate

                        • image
                        • image

                                411 South State Street
                                2nd Floor
                                Newtown, PA 18940
                                isabella.raspa@ubs.com
                                Isabella Raspa
                                411 South State Street,Newtown,PA,18940
                              • Headshot

                                Kiera Hennessy

                                Senior Client Associate

                                • image
                                • image

                                        Stocking Works
                                        411 South State Street
                                        Newtown, PA 18940
                                        kiera.hennessy@ubs.com
                                        Kiera Hennessy
                                        Stocking Works,Newtown,PA,18940

                                      About our team

                                      Recognized as an industry leaders

                                      Defining your priorities. Pursuing what matters.

                                      Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                                      UBS Keys side of building

                                      Workplace Wealth Solutions

                                      Coworkers around table in lobby

                                      Retirement plan services

                                      Family on back porch

                                      Wealth transfer across generations

                                      Mountain climbers on peak at sunrise

                                      A leading global wealth manager

                                      Swimmer in water

                                      The unique needs of athletes and entertainers

                                      Retirement couple holding surfboards

                                      Retirement planning

                                      Business owners strategies

                                      Business Owner in entryway

                                      Advice for business owners & entrepreneurs

                                      Three generations on beach

                                      From success to succession

                                      Getting ready to exit?

                                      What business owners need to know now to prepare for a successful sale

                                      73% of business owners who recently sold their companies spent two years or less preparing to sell. Yet 81% said they wish they’d spent more time preparing. Gain insights from business owners who recently sold in our latest Investor Watch report, Wind in your sales.

                                      See more insights now

                                      A leader in wealth management

                                      Backed by the strength of our parent company, UBS AG

                                      $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

                                      Insights