Financial planning and beyond

Office lobby

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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    Michael Coles, CFP®

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WV
    • WY

      • Rowan University, BA in Economics: 2014
      • CERTIFIED FINANCIAL PLANNER®
      Retirement planning
      Business owners
      Corporate executives
      Financial planning
      501 Fellowship Road
      Suite 302
      Mt. Laurel, NJ 08054
      michael.coles@ubs.com
      Michael Coles, CFP®
      501 Fellowship Road,Mt. Laurel,NJ,08054
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      Bradley Saler

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MO
      • MT
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OK
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

            501 Fellowship Road
            Suite 302
            Mt. Laurel, NJ 08054
            bradley.saler@ubs.com
            Bradley Saler
            501 Fellowship Road,Mt. Laurel,NJ,08054
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            Meghan Henry

            Client Associate

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                    501 Fellowship Road
                    Suite 302
                    Mt. Laurel, NJ 08054
                    meghan.henry@ubs.com
                    Meghan Henry
                    501 Fellowship Road,Mt. Laurel,NJ,08054
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                    Jennifer Krywy

                    Client Associate

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                            501 Fellowship Road
                            Suite 302
                            Mt. Laurel, NJ 08054
                            jennifer.l.krywy@ubs.com
                            Jennifer Krywy
                            501 Fellowship Road,Mt. Laurel,NJ,08054

                          A focus on personalized access and service

                          Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                          Business Owner in entryway

                          Advice for business owners & entrepreneurs

                          Coworkers around table in lobby

                          Retirement plan services

                          Mountain climbers on peak at sunrise

                          A leading global wealth manager

                          A way forward

                          Understanding your life, your wealth and what you want to accomplish.

                          We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                          Let's talk about how we can help you plan for the life you want

                          Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          #1

                          for High Net-Worth clients

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

                          Insights