Financial planning tailored to your goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

Brian Lockier

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- KY
- MA
- MO
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- VA
- WI
- WV
As a 28- year veteran of the financial services industry, I am committed to helping my clients simplify their financial lives by offering comprehensive wealth management, specializing in retirement income planning, fixed income strategies, and estate planning. I employ a disciplined approach to asset allocation, with an emphasis on capital preservation and personalized investment strategies tailored to each individual client. With a commitment to thorough analysis, and a prudent approach to investing, I collaborate closely with clients and their other trusted advisors to help generate and manage income in retirement, and help reduce the tax impact on my clients' estates.

I enjoy skiing, cycling, hiking, and reading anything related to the economy and the stock market, and traveling worldwide with my wife Sheila, and my two sons, Conor, and Sean.
- University of Tampa, B.S. Business Management
109 North Avenue
2nd Floor
Westfield, NJ 07090

brian.lockier@ubs.com

Brian Lockier

109 North Avenue,Westfield,NJ,07090
Michael J. Dietrich, AAMS, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- KY
- MA
- MO
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- VA
- WI
- WV
With over 20 years of experience, Michael built his practice helping clients with their financial planning and investment needs. During his career, Michael has witnessed both the private and institutional sides of the financial industry, enabling him to bring valuable market insights to his practice. Additionally, this experience helps him to have a strong understanding of the firm and how to use the resources to benefit his clients. He has formalized his experience by completing the rigorous certification process and achieving the designation of Certified Financial Planner®. Michael has also been named to the UBS Portfolio Management Program (PMP), which allows UBS advisors to act as a discretionary investment manager.

Throughout his career, Michael has worked with affluent individuals and their families to plan for a more secure future. These clients include business owners, professionals, and corporate executives. By helping clients to clearly identify their goals, he works to create a financial plan and investment strategy to meet that purpose. As a CFP®, Michael possesses knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. Michael focuses on investment and risk management, income generation and income maximization strategies, insurance needs, and wealth transfer strategies.

Michael is a board member and past president of the Rotary Club of Fanwood-Scotch Plains. He is also a board member of the Dance Innovation Performance Foundation.

Michael is the proud father of two sons. In his spare time he enjoys boating and he is a certified Yoga Instructor.
109 North Avenue
2nd Floor
Westfield, NJ 07090

michael.dietrich@ubs.com

Michael J. Dietrich, AAMS, CFP

109 North Avenue,Westfield,NJ,07090

Brian Lockier

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- KY
- MA
- MO
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- VA
- WI
- WV
As a 28- year veteran of the financial services industry, I am committed to helping my clients simplify their financial lives by offering comprehensive wealth management, specializing in retirement income planning, fixed income strategies, and estate planning. I employ a disciplined approach to asset allocation, with an emphasis on capital preservation and personalized investment strategies tailored to each individual client. With a commitment to thorough analysis, and a prudent approach to investing, I collaborate closely with clients and their other trusted advisors to help generate and manage income in retirement, and help reduce the tax impact on my clients' estates.

I enjoy skiing, cycling, hiking, and reading anything related to the economy and the stock market, and traveling worldwide with my wife Sheila, and my two sons, Conor, and Sean.
- University of Tampa, B.S. Business Management
109 North Avenue
2nd Floor
Westfield, NJ 07090

brian.lockier@ubs.com

Brian Lockier

109 North Avenue,Westfield,NJ,07090
Michael J. Dietrich, AAMS, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- KY
- MA
- MO
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- VA
- WI
- WV
With over 20 years of experience, Michael built his practice helping clients with their financial planning and investment needs. During his career, Michael has witnessed both the private and institutional sides of the financial industry, enabling him to bring valuable market insights to his practice. Additionally, this experience helps him to have a strong understanding of the firm and how to use the resources to benefit his clients. He has formalized his experience by completing the rigorous certification process and achieving the designation of Certified Financial Planner®. Michael has also been named to the UBS Portfolio Management Program (PMP), which allows UBS advisors to act as a discretionary investment manager.

Throughout his career, Michael has worked with affluent individuals and their families to plan for a more secure future. These clients include business owners, professionals, and corporate executives. By helping clients to clearly identify their goals, he works to create a financial plan and investment strategy to meet that purpose. As a CFP®, Michael possesses knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. Michael focuses on investment and risk management, income generation and income maximization strategies, insurance needs, and wealth transfer strategies.

Michael is a board member and past president of the Rotary Club of Fanwood-Scotch Plains. He is also a board member of the Dance Innovation Performance Foundation.

Michael is the proud father of two sons. In his spare time he enjoys boating and he is a certified Yoga Instructor.
109 North Avenue
2nd Floor
Westfield, NJ 07090

michael.dietrich@ubs.com

Michael J. Dietrich, AAMS, CFP

109 North Avenue,Westfield,NJ,07090

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Financial planning tailored to your goals

Pursuing your goals together

Brian Lockier

Michael J. Dietrich, AAMS, CFP