Lasting relationships. For all that matters

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Co-workers

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.

  • Brett Mower Profile Photo

    Brett Mower

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
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    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        501 Fellowship Road
        Suite 302
        Mt. Laurel, NJ 08054
        brett.mower@ubs.com
        Brett Mower
        501 Fellowship Road,Mt. Laurel,NJ,08054
      • Timothy Gallagher Profile Photo

        Timothy Gallagher

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
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        • DC
        • DE
        • FL
        • GA
        • HI
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              501 Fellowship Road
              Suite 302
              Mt. Laurel, NJ 08054
              tim.gallagher@ubs.com
              Timothy Gallagher
              501 Fellowship Road,Mt. Laurel,NJ,08054
            • Kelly Filipkowski Profile Photo

              Kelly Filipkowski

              Senior Client Associate

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              • CA
              • CO
              • DC
              • DE
              • FL
              • GA
              • KY
              • MA
              • MD
              • MI
              • MN
              • MO
              • MS
              • MT
              • NC
              • NH
              • NJ
              • NV
              • NY
              • PA
              • SC
              • TX
              • VA

                    501 Fellowship Road
                    Suite 302
                    Mt. Laurel, NJ 08054
                    kelly.filipkowski@ubs.com
                    Kelly Filipkowski
                    501 Fellowship Road,Mt. Laurel,NJ,08054
                  Three generations in apple orchard

                  Turn possibilities into a plan

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                  A leading global wealth manager

                  UBS Year Ahead 2025

                  Roaring 20s: The next stage

                  Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                  A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                  Read the report

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.9+ trn

                  UBS Group invested assets
                  As of 06/30/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

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