Financial planning and beyond

The Princeton Group Photo

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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.

  • Ralph Wright Photo

    Ralph B. Wright

    Senior Vice President–Wealth Management

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    • CA
    • CT
    • FL
    • GA
    • ID
    • IL
    • MA
    • ME
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
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    • TX
    • UT
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    Princeton University
    AB Economics Cum Laude 1988

    Senior Vice-President
    Senior Portfolio Manager
    Registered for 30+ years

    Affiliations:

    • Nassau Hockey
    • Dial Elm Cannon
    • Princeton University 150s "Sprint" Football
    • Nassau Club of Princeton – 30 year member
    • Princeton Club of NYC – 30 year member

    Personal:

    • Ralph lives in Princeton, NJ with his wife Kate.
    • Their children, David, Will and Elizabeth all went to Georgia Tech (Go Jackets!) and now all 3 live in Atlanta.

    Fun Facts:

    • Skates and plays ice hockey 100+ times a year with multiple local groups/teams.
    • Grew up on the family cattle ranch along the Snake River near Buhl, Idaho.
    • Still drives a pick-up truck.

          100 Overlook Center
          Suite 303
          Princeton, NJ 08540
        • Greg Butler Photo

          Gregory F. Butler

          Senior Vice President–Wealth Management

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          • CA
          • CT
          • FL
          • GA
          • ID
          • IL
          • MA
          • ME
          • MT
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

          University of Southern California - USC
          BA Political Science 1992

          Senior Vice President
          Financial Advisor, Senior Portfolio Manager
          Registered for 20+ years

          Affiliations:

          • Newport Harbor High School Mentor Program
          • Newport Harbor High School Drama Department
          • Nassau Club of Princeton – 10 year member
          • Aliso Viejo, Country Club
          • First Tee of Orange County
          • Folds of Honor
          • USMMA Parents Association

          Personal:

          • Gregg currently resides in Newport Beach, CA. He has two sons, Braydon and Emmitt.

          Fun Facts:

          • Wrote a cookbook, "The FatFellas, recipes from the garage" (you will have to ask)
          • Avid car enthusiast, restorer and potential hoarder…and yes, they all get driven.
          • Avid golfer.

                100 Overlook Center
                Suite 100
                Princeton, NJ 08540
              • Susan Rand

                Susan V. Rand

                Senior Client Associate

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                • AR
                • CA
                • CT
                • FL
                • GA
                • ID
                • IL
                • MA
                • MD
                • ME
                • MT
                • NH
                • NJ
                • NY
                • OH
                • PA
                • TX
                • UT
                • VA
                • WA
                • WI

                Moravian College
                BS Business Administration 1983

                Senior Registered Client Service Associate
                Registered for 25+ years

                Affiliations:

                • USTA  4.0
                • Newtown Swim Club
                • Council Rock PTA

                Personal:

                • Sue lives in Newtown, PA with her husband Peter

                Fun Facts:

                • Designed and built her dream home.
                • Avid tennis player and fan.

                      100 Overlook Center
                      Suite 303
                      Princeton, NJ 08540

                    Sustainability matters

                    Seek returns and drive change through sustainable investing

                    Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    The circular economy: What is it?

                    Long-term care planning

                    Long-term care planning

                    investments

                    Investment Management

                    Insights

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    Financial strength

                    Driving confidence.
                    Aa3 (stable) Moody’s
                    A+ (stable) Standard & Poor’s

                    UBS AG, long-term senior secured debt rating. As of 11/23/2021

                    Global leader

                    UBS is a world-leading wealth manager