Retirement planning. It's about time.

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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
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA

    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
        • 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

                Focus on liquidity management

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                UBS and Credit Suisse—stronger than ever

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at

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                A global leader in wealth management

                $3.9 trillion

                In invested assets globally 
                As of 12/31/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager