Let's move forward. Together.

Sage 22

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Two women laptop

Pursuing your goals together

With over one billion dollars of assets under management, Sage Wealth Management Group is committed to building strong client relationships based on trust and personalized service.  Supported by the global resources of UBS Financial Services, our team has over 200 years of collective experience with our members having an average of over 25 years in the financial services industry.

We work with high net worth individuals, multigenerational families, and business owners to provide comprehensive financial planning and wealth management. 

As a team we have various capabilities and areas of expertise and the resources to guide you through the various phases of your life.  We strive to understand your goals and provide ongoing guidance focused on achieving those goals. We work alongside your tax and legal professionals to provide cohesive, personal and thoughtful advice.

  • Steve 2022

    Steven Mortelliti

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA

    Steve is a Senior Vice President - Wealth Management at UBS and began his carreer as a Financial Advisor with Merrill Lynch in 1996 and has been with UBS Financial Services, Inc since December 2008.   He holds a CERTIFIED FINANCIAL PLANNING ™ certificate, a designation awarded by the Certified Financial Planner Board of Standards Inc., which is the recognized standard of excellence for competent and ethical personal financial planning.  He attained his undergraduate degree from The College of N.J. in Business Administration.  There he enjoyed four successful seasons playing quarterback culminating in the college's first ever NCAA Div. III football playoff appearance.   

    As the team's facilitator of investment management, Steve oversees strategic and tactical allocation strategies through institutional asset management as well as providing customized client portfolios.  He believes that goal based financial planning helps drive the allocation process and places the client in the best position to achieve their desired outcome.  Working towards these goals and building relationships with clients is the most rewarding and motivating aspect of his financial counseling experience.

    Steve enjoys spending time with his family; wife Jeannine and children Steven, Amanda and Madilyn in Hammonton, NJ. He is involved in his community, volunteering in youth sports programs and various advisory boards.  Steve is an avid golfer and general sports/outdoor enthusiast.  

    He is FINRA Series 7, 63 and 65 licensed.

    Life and Health Insured.

    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior 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.

    • The College of N.J. in Business Administration, Undergraduate Degree
    • CERTIFIED FINANCIAL PLANNER™
    1337 Tilton Road
    Northfield, NJ 08225
  • Rich 2022

    Richard Cohen

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT

    Richard is a Senior Vice President-Wealth Management in the Northfield, NJ office, with over 45 years of experience in the field of financial services.  Richard joined UBS Financial Services in 2008 and was previously a Vice President and Financial Advisor at Merrill Lynch from 1995 until 2008.  Richard started his career on the accounting staff at Price Waterhouse & Co. and several years later became a founding partner of Bernstein, Cohen et al, Certified Public Accountants, where he was responsible for the firm's tax practice. He is a member as well as past president of the New Jersey Society of CPA's, Atlantic-Cape May Chapter and is a member of the American Institute of CPA's.

    Richard earned a Bachelor of Business Administration from the George Washington University, majoring in accounting and an M.B.A from the New York University Stern School of Business with specializations in both quantitative finance and finance. As a Certified Financial Planner (CFP®), Richard's emphasis is on his client's comprehensive financial needs and integrates investment strategy with appropriate risk tolerance, tax efficiency and both short term and long term goals. Richard's background is uniquely suited to coordinate financial planning and implementation with his clients' advisory team and works closely with tax advisors, attorneys and pension consultants.

    Richard's community involvement has included positions as past president and chairman of the board of Seashore Gardens Living Center, a 185 bed, 200 employee non-profit nursing and assisted living facility located in Galloway Township, NJ where he remains on the board of directors. He is currently president of Seashore Gardens Foundation.  He also serves on the Philadelphia Regional Board of the Anti-Defamation League.

    Richard's interests include boating, skiing, golf and martial arts in which he holds a 3rd degree black belt in Hapkido as well as a black belt in Tae Kwon Do. 

    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior 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.

    • George Washington University, Bachelor of Business Administration
    • New York University Stern School of Business, M.B.A
    • CERTIFIED FINANCIAL PLANNER™
    1337 Tilton Road
    Northfield, NJ 08225
  • Alex 2022

    Alexander Clark

    First Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA

    Alex began his professional career as a Financial Advisor in 2004 after graduating from Monmouth University with a B. S. in Finance and Management as well as his Masters in Business Administration. In December 2008 Alex also transitioned from Merrill Lynch to UBS Financial. He is a member of the Atlantic City Chamber of Commerce, St. Augustine Prep Alumni, Absecon Rotary Chapter, and he is involved with several local charities. Alex is a member of Hidden Creek Country Club, where he enjoys playing golf. Alex, his wife Julie and their three children reside in Absecon, NJ.

    • 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.

    • Monmouth University, B. S. in Finance and Management
    • Monmouth University, Masters in Business Administration
    • Chartered Retirement Planning Counselor℠
    1337 Tilton Road
    Northfield, NJ 08225
  • Jennifer Wildman Profile Photo

    Jennifer Wildman

    Account Vice President

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT

    Jennifer Wildman is a Financial Advisor with Sage Wealth Advisors at UBS Financial Services and has been working in the financial services industry since 1992.  She is the team's relationship manager.  Jennifer is an advocate for the client and works with the client as well as their legal and tax professionals for a robust team approach to both planning and service.

    Jennifer lives in Linwood, NJ and enjoys entertaining, traveling and spending quality time outdoors with her husband Chris and their two sons, Zack and Steven. 

    • 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.

      • Chartered Retirement Planning Counselor℠
      1337 Tilton Road
      Northfield, NJ 08225
    • Jackie 2022

      Jacquelyn "Jackie" Quilter

      Client Associate

      • image
      • image

        Jackie Quilter, Client Service Associate, has been a critical part of our service team for over 20 years and helps provide our clients with a high level of personalized, quality service and attention.

        Jackie enjoys entertaining, travel and spending time with her grandson Mason.

              1337 Tilton Road
              Northfield, NJ 08225
            • Holly 2022

              Holly Hull

              Senior Client Associate

              • image
              • image

                Holly Hull, Senior Client Service Associate, is a new member of our service team, who helps provide clients with a positive and professional approach to their overall experience.  Holly has decades of experience in our industry and is always happy to assist with all service needs of our clients. 

                Holly lives in Galloway, NJ and enjoys spending time with family and friends at the beach. 

                      1337 Tilton Road
                      Northfield, NJ 08225

                    Connecting you to the deep resources of UBS

                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    charts

                    Investment management

                    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 ubs.com/wealthway.

                    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

                    Insights