Retirement planning. It's about time.

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Couple at the shore

James Nastasi

Senior Vice President–Wealth Management

James Nastasi joined UBS Financial Services in October of 2015 as a Vice President of Wealth Management. He has been in the financial services industry since 2001. James follows a disciplined process that is designed to enable a relationship which permits him to craft solutions that help meet your financial needs. He is a graduate of Gettysburg College. James resides in Collegeville, PA with his wife, Ashley, and his daughter, Paige and son Bennett.

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • BA in Economics, Gettysburg College

Credentials

  • Portfolio Manager
  • Wealth Advisor
101 West Elm Street
Suite 200
Conshohocken, PA 19428
  • (610) 832-3031

Email Me

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

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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