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
    • 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

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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@ubs.com
                  Carolyn Young
                  4000 Town Center,Canonsburg,PA,15317

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                UBS and Credit Suisse—stronger than ever

                Global Wealth Report 2024

                Crafted wealth intelligence

                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                Gain additional insights into the trends shaping wealth in the US and around the world.

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                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.8+ trn

                UBS Group invested assets
                As of 03/31/2024

                51 countries

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                UBS is a leading and truly global wealth manager

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