Let's move forward. Together.

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UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Planning
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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.

Tree

UBS and Credit Suisse—stronger than ever

Advice. Beyond investing.

A team approach

A team approach

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

More than 150 years

offering financial advice

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

Insights

  • richard

    Richard R. Lafferty, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    Rich grew up in southern New Jersey and is a graduate of The College of William & Mary, with an interdisciplinary degree in biology, geology and economics. He started his financial services career in 1976 with Mutual and United of Omaha and was an Investment Executive with Merrill Lynch for six years before joining PaineWebber in 1983. As Vice President-Investments at UBS, Rich earned his Certified Financial Planner™ (CFP®) designation in 2005. He also currently maintains investment advisor and insurance producer licenses. He lives with his wife, Pam, and their daughter in Pennington, NJ.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        100 Overlook Center
        Suite 303
        Princeton, NJ 08540
      • william

        William Stryker

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • ME
        • MI
        • MO
        • NC
        • NE
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        • WA

        As an industry veteran of over 30 years, Bill specializes in creating effective financial plans for each of our high-net worth clients. Incorporating his educational background in economics (B.A., University of Maryland) and CFP designation (obtained in 2008) into his extensive industry knowledge and experience, Bill works closely with his team to ensure that each client portfolio is constantly updated and optimally maintained in different market and economic conditions for meeting their short- & long-term financial goals.

        Bill joined UBS in 2004 after spending 12 years at A.G. Edwards & Sons. He lives in Princeton, NJ with his three children—Owen, Sean, and Phoebe.

        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            100 Overlook Center
            Suite 303
            Princeton, NJ 08540
          • andrea

            Andrea Nucero

            Wealth Strategy Associate

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            For over 20-years, Andrea has served as our front-line communications manager. Committed to providing excellent client service, she manages every client relationship by always thoughtfully listening to the needs of our clients and effectively delivering solutions in a timely manner. In addition to providing administrative support, she guides our clients through a variety of products and services offered at UBS.


            Andrea is a graduate of West Chester University and maintains her Series 7 & Series 66 licenses. She resides in Washington Crossing, PA with her husband, Len, and their two children, Christian and Lauren.

                  100 Overlook Center
                  Suite 303
                  Princeton, NJ 08540