Insight-based advice

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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Michael J. Stewart, CFP

First Vice President–Wealth Management

Financial Advisor

Mike has over nineteen years of financial services experience and serves the needs of high net worth individuals and families, as well as professionals and businesses within the area. Mike is a graduate of the United States Military Academy at West Point, NY, where he attained a B.S. in International Affairs. Mike is active in supporting local charities and has served as a Board member of the West Point Society of New Jersey for the past eight years. Mike, and his wife, Lucy, have two grown children and reside in Columbus, NJ.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NY
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
100 Overlook Center
Suite 303
Princeton, NJ 08540
  • (609) 919-3674

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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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