Time to do great things

Start planning your future now

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.

Mountains desert

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.

  • Matthew E. Power

    Matthew Power

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • CA
    • CT
    • DC
    • FL
    • GA
    • IL
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • RI
    • SC
        • CERTIFIED FINANCIAL PLANNER™
        • Portfolio Manager
        Financial planning
        Education planning
        Retirement planning
        Estate planning strategies
        Philanthropy
        Sustainable investing
        Lending services
        Professionals
        109 North Avenue
        2nd Floor
        Westfield, NJ 07090
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        Martha Dericks

        Senior Client Associate

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        • CT
        • FL
        • NJ
        • NY
        • PA
              109 North Avenue
              2nd Floor
              Westfield, NJ 07090
            Multigenerational planning

            Multigenerational planning

            Sustainable investing

            Professionals

            Professionals

            Sustainability matters

            Seek returns and drive change through sustainable investing

            Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.

            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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