Retirement planning. It's about time.

Retirement couple holding surfboards

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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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.

  • Joseph Rongaus Profile Photo

    Joseph Rongaus

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • FL
    • GA
    • IL
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA

    CA Insurance License OC65579

    Joe brings more than 35 years of experience in providing wealth management and investment solutions, including retirement planning and fixed income, equities and asset allocation strategies to family offices and small institutions, business owners, corporate executives and other professionals and their families.

          4000 Town Center
          Canonsburg, PA 15317

          Joseph Rongaus
          4000 Town Center,Canonsburg,PA,15317
        • Carolyn Young Profile Photo

          Carolyn Young

          Senior Client Associate

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            Throughout Carolyn's 35 years of industry experience, her main focus is to bridge the gap between clients and their needs. Although she handle all of the administrative duties for the team, her strengths include personally interfacing with clients. She feels that truly knowing clients and their families helps the overall customer experience and improves the ability to deliver unique investment strategies.

                  4000 Town Center
                  Canonsburg, PA 15317
                  Carolyn Young
                  4000 Town Center,Canonsburg,PA,15317

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                UBS and Credit Suisse—stronger than ever

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                We’re committed to understanding what wealth means for you.

                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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