$5.8+ trn
UBS Group invested assets
As of 03/31/2024
We are a family wealth management team that helps high net worth families give perspective and context to the wealth they have accumulated. In doing so, we help them determine what they are trying to fix, accomplish, and avoid so that we can provide tailored investment solutions to meet their goals.
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.
As a CERTIFIED FINANCIAL PLANNER™, Chris has extensive training in financial planning, retirement planning, estate planning, investments, employee benefits, insurance, and education funding. He loves working with successful investors and being on the front line of advising private clientele, business owners, retirees and contemporary professionals.
Chris graduated from Indiana University of Pennsylvania where he was awarded a scholarship to study Economics. Prior to joining Montchanin Wealth Management in 2015, Chris lived in Atlanta, GA for five years and worked on the Corporate Retirement Plan Desk at John Hancock. While there, he helped business owners analyze and implement corporate retirement plans. At John Hancock, he also completed the Elon Executive Sales Program at Elon University in 2013.
Outside of the office, Chris enjoys spending time with his wife, golfing, watching soccer and the Philadelphia Eagles, playing with his labradoodle, and is Past President of the Wilmington West Rotary Club.
30 years of experience means Bob managed clients' wealth and navigated their financial goals through seven stock market corrections, three wars, and four recessions. Being a CERTIFIED FINANCIAL PLANNER™ (CFP®) Bob believes in thinking strategically, acting tactically and continual planning as a proven process for smart, long term investing.
“Communicate, communicate, communicate” defines Bob’s belief on how he constantly addresses the changing issues that impact client portfolios and how he stays actively engaged while listening and anticipating their needs.
Bob's areas of focus include: development and execution of estate planning strategies, alternative investments, trust-related services, financial and retirement planning, and asset allocation modeling.
Bob joined UBS in 2008 after a long career at Morgan Stanley (1982-2008) where he also served as branch manager for eight years. He received a B.S. in Economics from the University of Delaware and completed the Dean Witter Reynolds Advanced Branch Manager Program at the Wharton School at University of Pennsylvania. Outside the office, Bob is active in the community. He is a member of the Wilmington West Rotary Club where he served as President, Treasurer, and Secretary and is actively involved with Nativity Preparatory School of Wilmington where he served as Chairman of the Board of Trustees.
Blake graduated from Auburn University with a Bachelors in Accountancy in 2012. Prior to joining Montchanin Wealth Management in 2021, Blake worked in various fields of the Accounting Industry including both Public and Private Accounting. Blake started his career with Whisman Giordano Associates, obtaining the title of Senior Accountant before the end of his tenure. Most recently he served as the CFO of Host Merchant Services and 302 Properties, managing the day-to-day accounting activities of both businesses.
He currently holds a Series 7, Series 66, Accident and Health Insurance, Life & Fixed Annuities, and Variable Life & Annuity License.
In his free time, Blake enjoys spending time with his wife and newborn baby along with their two pets as well as supporting all Auburn University athletic teams. Blake is also the President of the Brandywine Hundred Rotary Club.
Kerri joined the Montchanin Wealth Management Team in May 2018, following 4 years in the industry at Capital One Investing. She strives to provide an exceptional client experience and serves as the front line of communication focusing on our clients everyday financial needs.
Kerri holds FINRA Series 7 and 63 securities licenses and earned a B.A. degree in Criminal Justice with a Minor in Psychology from Kutztown University of Pennsylvania. Formerly a Bucks County, PA resident, she now resides in Wilmington, DE where she enjoys spending time with her fiancé and traveling.
As a CERTIFIED FINANCIAL PLANNER™, Chris has extensive training in financial planning, retirement planning, estate planning, investments, employee benefits, insurance, and education funding. He loves working with successful investors and being on the front line of advising private clientele, business owners, retirees and contemporary professionals.
Chris graduated from Indiana University of Pennsylvania where he was awarded a scholarship to study Economics. Prior to joining Montchanin Wealth Management in 2015, Chris lived in Atlanta, GA for five years and worked on the Corporate Retirement Plan Desk at John Hancock. While there, he helped business owners analyze and implement corporate retirement plans. At John Hancock, he also completed the Elon Executive Sales Program at Elon University in 2013.
Outside of the office, Chris enjoys spending time with his wife, golfing, watching soccer and the Philadelphia Eagles, playing with his labradoodle, and is Past President of the Wilmington West Rotary Club.
30 years of experience means Bob managed clients' wealth and navigated their financial goals through seven stock market corrections, three wars, and four recessions. Being a CERTIFIED FINANCIAL PLANNER™ (CFP®) Bob believes in thinking strategically, acting tactically and continual planning as a proven process for smart, long term investing.
“Communicate, communicate, communicate” defines Bob’s belief on how he constantly addresses the changing issues that impact client portfolios and how he stays actively engaged while listening and anticipating their needs.
Bob's areas of focus include: development and execution of estate planning strategies, alternative investments, trust-related services, financial and retirement planning, and asset allocation modeling.
Bob joined UBS in 2008 after a long career at Morgan Stanley (1982-2008) where he also served as branch manager for eight years. He received a B.S. in Economics from the University of Delaware and completed the Dean Witter Reynolds Advanced Branch Manager Program at the Wharton School at University of Pennsylvania. Outside the office, Bob is active in the community. He is a member of the Wilmington West Rotary Club where he served as President, Treasurer, and Secretary and is actively involved with Nativity Preparatory School of Wilmington where he served as Chairman of the Board of Trustees.
Blake graduated from Auburn University with a Bachelors in Accountancy in 2012. Prior to joining Montchanin Wealth Management in 2021, Blake worked in various fields of the Accounting Industry including both Public and Private Accounting. Blake started his career with Whisman Giordano Associates, obtaining the title of Senior Accountant before the end of his tenure. Most recently he served as the CFO of Host Merchant Services and 302 Properties, managing the day-to-day accounting activities of both businesses.
He currently holds a Series 7, Series 66, Accident and Health Insurance, Life & Fixed Annuities, and Variable Life & Annuity License.
In his free time, Blake enjoys spending time with his wife and newborn baby along with their two pets as well as supporting all Auburn University athletic teams. Blake is also the President of the Brandywine Hundred Rotary Club.
Kerri joined the Montchanin Wealth Management Team in May 2018, following 4 years in the industry at Capital One Investing. She strives to provide an exceptional client experience and serves as the front line of communication focusing on our clients everyday financial needs.
Kerri holds FINRA Series 7 and 63 securities licenses and earned a B.A. degree in Criminal Justice with a Minor in Psychology from Kutztown University of Pennsylvania. Formerly a Bucks County, PA resident, she now resides in Wilmington, DE where she enjoys spending time with her fiancé and traveling.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
No one wants to outlive their money.
But you also don’t want to live with untapped potential.
A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.
With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.
When it comes to comprehensive wealth management, you need to look at both sides of your balance sheet. Working closely with UBS lending specialists and credit research analysts, we can help you determine the right liquidity strategy for your needs, goals and circumstances.
Remember the space race in the 1960’s? Well, fast-forward to 2024 and we have different countries going back to the moon. Why are they spending all this money to do so? What’s the point of it? And why should you care?
Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and pursue your future financial goals—and life goals after you step away.
What’s really important to you—today and for the long term? Our approach 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.
Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Global leader
UBS is a leading and truly global wealth manager
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024