Global Access. Boutique Solutions.

Private Wealth Management

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.


Joseph Lauricella

Managing Director–Wealth Management

Chartered Retirement Planning Counselor

$10,000,000 Minimum Investment

CA Insurance License# 0H45646

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • MA
  • MD
  • ME
  • MN
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY


  • Chartered Retirement Planning Counselor

Special needs
Lending services
Estate planning strategies
Legacy planning
401(k) plan services
Professional athletes
Professional entertainers
Family Offices
140 Broad Street
Suite 100
Red Bank, NJ 07701
  • (201) 441-4947

Email Me

roots of tree

Exceptional financial strength and stability

UBS Philanthropy

UBS Philanthropy

The unique needs of athletes and entertainers

The unique needs of athletes and entertainers

two men planning

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager