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.

Couple at the shore

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

    • image
    • image
    • 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@ubs.com
          Joseph Rongaus
          4000 Town Center,Canonsburg,PA,15317
        • Carolyn Young Profile Photo

          Carolyn Young

          Senior Client Associate

          • image
          • image

            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@ubs.com
                  Carolyn Young
                  4000 Town Center,Canonsburg,PA,15317
                Three generations in apple orchard

                Turn possibilities into a plan

                US equity market outlook

                Mountain climbers on peak at sunrise

                A leading global wealth manager

                White House

                ElectionWatch 2024

                24 questions for the '24 US election

                Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                Download the report

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.9+ trn

                UBS Group invested assets
                As of 06/30/2024

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

                Insights