How can you pursue what matters most?

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Plans

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.

  • Mark

    Mark Harbaugh, Sr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
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    • MD
    • ME
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    • MS
    • NC
    • NH
    • NJ
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    • NV
    • NY
    • OH
    • OK
    • OR
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    • PR
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    • WI

          109 North Avenue
          2nd Floor
          Westfield, NJ 07090
        • Mark Jr.

          Mark Harbaugh

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IL
          • IN
          • MA
          • MD
          • ME
          • MN
          • MO
          • MS
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

              Home Worker NC
              Home Worker NC, NC 000
            • William

              William "Bill" Risberg Jr., CFP

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AK
              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • MA
              • MD
              • NC
              • NH
              • NJ
              • NY
              • OK
              • PA
              • SC
              • TX
              • VA
              • WA
              • WI

                    109 North Avenue
                    2nd Floor
                    Westfield, NJ 07090
                  • Valerie

                    Valerie Rosaly, CFP, ChFC, CDFA

                    Associate Director

                    Senior Wealth Strategy Associate

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                    • FL
                    • NJ
                    • NY
                    • PA

                          109 North Avenue
                          2nd Floor
                          Westfield, NJ 07090
                        • Linda

                          Linda Carroll

                          Senior Client Associate

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                          • NC
                          • NJ
                          • NY

                                717 GreenValley Road
                                Greensboro, NC 27408

                              The Year Ahead - Sustainable Investing

                              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

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