Let's move forward. Together.

PWP team 1

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Mountaintop

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Doug Pires color

    Douglas Pires

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • CERTIFIED FINANCIAL PLANNER™
    • UBS Directors Council Recognition
    • B.A., Cognitive Science, University of Pennsylvania
    • Series 7, 63 and 65 securities licenses

    Collaborative partnership: Doug began his career in the financial services industry in 2003 and officially linked-up with our PWP founding partner in 2009. After 10 years at Morgan Stanley as a First Vice President, Doug headed to UBS with his fellow team mates. He feels alignment around a common goal with like-minded colleagues is vital. It creates a collaborative atmosphere and an “attitude of gratitude” that directly impacts our clients and ensures first-rate, concierge-level service.

    Commitment to success: Doug is passionate about impacting clients’ lives and developing lifelong relationships that continue on to successive generations. He focuses on retirement planning, estate planning strategies and liability management which allows him to assess potential risks and weaknesses in clients’ comprehensive wealth plans. To him, planning is like a game. People can figure out the game but often don’t stop to read all the rules. The members of PWP have taken the time and training to read all the rules. As a result, the game is successfully navigated and that’s the added value. We utilize this knowledge and the collective resources of the team to help individuals and families map a path towards achieving their life goals. 

    Beyond UBS: Doug is an active board member for the University of Pennsylvania Sprint Football team. In addition, he founded and chairs Penn’s mentoring program, helping to place undergraduate students with internships and job opportunities via the alumni network. He loves history, travel, wine, good food and sharing those things with the people he loves, especially his wife, Taylor. Also, baby boy #1 is expected in July 2022!

     

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023The 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.

    • University of Pennsylvania, Bachelor of Arts, Cognitive Science
    • CERTIFIED FINANCIAL PLANNER™
    501 Fellowship Road
    Suite 302
    Mt. Laurel, NJ 08054
  • Steve Goldman

    Steven Goldman

    Senior Vice President–Wealth Management

    Portfolio Manager

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • Managing Partner
    • M.S., Education Administration
    • B.S., Physical Education, History
    • Series 7, 63, 65 and 31 licenses

    Winning combination: As a former educator and football coach, Steve is always focused on creating and executing a well thought-out and adaptable “game plan.”  He recognizes our team is similar in many ways to the championship teams he’s coached.  Team members complement each other to provide the best solutions for clients and their legacies. 

    Planning for victory: As a Senior Vice President, Steve has extensive experience in professional portfolio construction and comprehensive financial planning for the complex needs of high net-worth individuals.   Steve’s strength is in creating and executing a well thought-out and adaptable “game plan.” He graduated with a BS from Colorado State University and earned his Master of Science degree from Florida State University.

    Beyond UBS: In his downtime, Steve enjoys a brisk round of golf and daily laps at the pool. He and his wife, Donna, have been married over 51years; have three children and six grandchildren.

    • Forbes Best-in-State Wealth Management Teams, 2023The 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.

    • Florida State University, Master of Science, Education Administration
    • Colorado State University, Bachelor of Science, Physical Education & History
    • Portfolio Manager
    Home Worker FL
    Home Worker FL, FL 000
  • Jess DeBear

    Jessica DeBear

    Authorized Officer

    Senior Wealth Strategy Associate

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    • DE
    • FL
    • NJ
    • NY
    • PA
    • B.S., Business Administration, Magna Cum Laude, Rider University
    • Series 7 and 66 securities licenses

    Partnership and experience: After beginning her wealth management career in 1998 as an Associate at Brown Brothers Harriman & Co., Jess worked with her Pinnacle partners for six years at Morgan Stanley as an Assistant Vice President. She made the leap to UBS in 2016 with her fellow teammates and hasn’t looked back. She is very thankful for her team’s inclusive culture and collaborative environment.  By fully utilizing each team member’s unique experiences and skills, clients can expect a broad spectrum of service excellence. 

    Focusing on excellence: Jess has spent over two decades working with high net-worth clients where she has learned the importance of communicating clearly and effectively. As Pinnacle’s Senior Wealth Strategy Associate, Jess’ primary focus is relationship management. She shores up business development and marketing initiatives and helps to educate clients on multi-disciplinary wealth management solutions. In addition, she analyzes and interprets portfolio performance reviews and makes recommendations to Pinnacle’s Advisors for possible changes. She treasures the personal connections she has cultivated with clients over the years, and particularly enjoys the feeling of simply making their lives less complicated by providing a seamless wealth management experience.

    Beyond UBS: Jess, a lifelong Moorestown resident, enjoys participating in all her community has to offer and has an obsession for fresh cut flowers and yoga. Most of all, she enjoys spending time and traveling with her beloved family, especially her husband and teenaged children who motivate her to work hard and try new ventures, no matter how challenging.

      • Rider University, Bachelor of Science, Business Administration
        501 Fellowship Road
        Suite 302
        Mt. Laurel, NJ 08054
      • Dina Greenberg

        Dina Greenberg

        Client Associate

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          Unparalleled service: After an extensive search, Dina Greenberg joined us in 2021. She came from a small manufacturing business where she spent over a decade leading their administrative team. Dina was looking for a career change where she could expand her client service skills while learning more about financial planning, personal finance, and wealth management. Dina’s exceptional abilities to efficiently organize and effectively prioritize the day-to-day needs of our clients plus her ability to tackle obstacles head on is unparalleled. Dina has been steadfastly studying to take the Series 7 and 66 FINRA exams to broaden her knowledge even further. We, and our clients, would be absolutely lost without her. 

          Beyond UBS: A recent empty nester, Dina has two college-aged daughters. In her down time, she enjoys running, spinning, paddle boarding and a host of additional outdoor activities.

                501 Fellowship Road
                Suite 302
                Mt. Laurel, NJ 08054

              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.

              Our Philosophy

              Our Philosophy

              Our Process

              Our Process

              A team approach

              A team approach

              How can you be more certain in an uncertain market?

              Let's put your plan in place, for today, tomorrow and for generations to come

              You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager