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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  • MC Head

    Michael Coles, CFP®

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • 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
      • UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

          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

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