Global leader
UBS is a leading and truly global wealth manager
At Newtown Wealth Management, we’ve always believed that developing close, trusting relationships with our clients is the foundation for creating a solid financial plan together. We‘ve worked with some clients for over two decades, serving a diverse group of more than 350 multigenerational families, executives and business owners.
We understand that goals and priorities can vary, and our experience ranges from working with families saving for retirement to those selling their businesses—and everything in between. The fact that our services are anything but “one size fits all” is proof of our loyalty and commitment.
We pride ourselves on the individualized attention we provide to each client, and we personally align ourselves with their financial goals. We care about you and your family, and the plan we create together can help you pursue the things that matter most.
Managing Director–Wealth Management
Managing Director–Wealth Management
Executive Director
Authorized Officer
Senior Wealth Strategy Associate
Wealth Management Associate
Client Associate
Managing Director–Wealth Management
Managing Director–Wealth Management
Executive Director
Authorized Officer
Senior Wealth Strategy Associate
Wealth Management Associate
Client Associate
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.
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.
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
51 countries
Our global footprint
