Global access. Strategic solutions.

Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

3 Generations or Males
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    Rick Hughes

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • MA
    • MD
    • ME
    • MN
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • WI
    • WV

          1735 Market Street
          Mellon Bank Center
          Philadelphia, PA 19103
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          Daniel Silverberg

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • ID
          • IL
          • IN
          • KS
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WV

                1735 Market Street
                Mellon Bank Center
                Philadelphia, PA 19103
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                Shawn Senior

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AZ
                • CA
                • CO
                • DC
                • DE
                • FL
                • GA
                • IL
                • KS
                • MA
                • MD
                • ME
                • MN
                • NC
                • NH
                • NJ
                • NV
                • NY
                • OH
                • PA
                • RI
                • SC
                • SD
                • TN
                • TX
                • VA
                • WI
                • WV

                      501 Fellowship Road
                      Suite 302
                      Mt. Laurel, NJ 08054
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                      Joseph Cirucci

                      Vice President–Wealth Management

                      Financial Advisor

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                      • AZ
                      • CA
                      • DC
                      • DE
                      • FL
                      • GA
                      • IL
                      • KS
                      • MA
                      • MD
                      • ME
                      • MN
                      • NC
                      • NH
                      • NJ
                      • NV
                      • NY
                      • OH
                      • PA
                      • RI
                      • SC
                      • SD
                      • TN
                      • TX
                      • VA
                      • WI
                      • WV

                            501 Fellowship Road
                            Suite 302
                            Mt. Laurel, NJ 08054
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                            Jeff Daniels

                            Senior Wealth Strategy Associate

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                            • AR
                            • AZ
                            • CA
                            • CO
                            • CT
                            • DC
                            • DE
                            • FL
                            • GA
                            • ID
                            • IL
                            • IN
                            • KS
                            • MA
                            • MD
                            • ME
                            • MI
                            • MN
                            • MO
                            • NC
                            • NH
                            • NJ
                            • NM
                            • NV
                            • NY
                            • OH
                            • OR
                            • PA
                            • RI
                            • SC
                            • SD
                            • TN
                            • TX
                            • UT
                            • VA
                            • VT
                            • WA
                            • WI
                            • WV

                                  501 Fellowship Road
                                  Suite 302
                                  Mt. Laurel, NJ 08054
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                                  Dawn Stil

                                  Team Administrator

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                                  • AR
                                  • AZ
                                  • CA
                                  • CO
                                  • CT
                                  • DC
                                  • DE
                                  • FL
                                  • GA
                                  • ID
                                  • IL
                                  • IN
                                  • KS
                                  • MA
                                  • MD
                                  • ME
                                  • MI
                                  • MN
                                  • MO
                                  • NC
                                  • NH
                                  • NJ
                                  • NM
                                  • NV
                                  • NY
                                  • OH
                                  • OR
                                  • PA
                                  • RI
                                  • SC
                                  • SD
                                  • TN
                                  • TX
                                  • UT
                                  • VA
                                  • WA
                                  • WI
                                  • WV

                                        501 Fellowship Road
                                        Suite 302
                                        Mt. Laurel, NJ 08054
                                      Our Process

                                      Our Process

                                      Executive decisions

                                      Executive decisions

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                                      Investment management

                                      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