Wealth advice for your life's goals

Lift ascending the mountains

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes 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.

Mother and children laughing

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.

  • Karen Robbins Profile Photo

    Karen Robbins, CIMA

    Senior Vice President–Wealth Management

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    • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 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.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

      • Certified Investment Management Analyst®
      • Wealth Advisor
      411 South State Street
      2nd Floor
      Newtown, PA 18940
      karen.robbins@ubs.com
      Karen Robbins, CIMA
      411 South State Street,Newtown,PA,18940
    • Kevin Young Profile Photo

      Kevin Young

      Senior Vice President–Investments

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      • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023, 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.

        • Senior Portfolio Manager
        • Wealth Advisor
        411 South State Street
        2nd Floor
        Newtown, PA 18940
        kevin.young@ubs.com
        Kevin Young
        411 South State Street,Newtown,PA,18940
      • Derek Mathews Profile Photo

        Derek Mathews, CFP

        Senior Wealth Strategy Associate

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            • CERTIFIED FINANCIAL PLANNER™
            411 South State Street
            2nd Floor
            Newtown, PA 18940
            derek.mathews@ubs.com
            Derek Mathews, CFP
            411 South State Street,Newtown,PA,18940
          • Brent Coleman Profile Photo

            Brent Coleman

            Wealth Management Associate

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                  411 South State Street
                  2nd Floor
                  Newtown, PA 18940
                  brent.coleman@ubs.com
                  Brent Coleman
                  411 South State Street,Newtown,PA,18940

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