How can you pursue what matters most?

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • Dean Scarpa Profile Photo

    Dean Scarpa

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
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    Personal & Community

    • Past President - Seashore Gardens Living Center, Atlantic County Crime Stoppers, Greater Atlantic City Jaycees
    • Member Miss America Security Committee (1995-2008)
    • Member Justice Masonic Lodge ; Founding Member of Justice Scholarship Foundation

      • Pittsburgh Institute of Science, Graduate Degree, Honors
      • Spring Garden College, B.S., Honors
      • Portfolio Manager
      Home Worker IL
      Home Worker IL, IL 000
      dean.scarpa@ubs.com
      Dean Scarpa
      Home Worker IL,Home Worker IL,IL,000
    • Diane photo

      Diane Scarpa

      Financial Advisor

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      • AZ
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      • CO
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      • DE
      • FL
      • GA
      • ID
      • IL
      • IN
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      • LA
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      • NC
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      Personal & Community

      • Philadelphia Museum of Art "Young Friends" Publicity Committee for the Annual Rodin Garden Party and Annual Winter Gala 2012-2014
      • Philadelphia Academy of Music "Young Friends" Committee for the Annual Philadelphia Orchestra Concert and Ball 2012-2014
      • Bryn Mawr College undergraduate admissions interviewer and guest lecturer
      • Jewish Community Center board member 2008-2011 and The Arc of Atlantic County board member 2010-2013

        • Bryn Mawr College, Undergraduate Degree
        • Accredited Asset Management Specialist
        • Accredited Domestic Partnership Advisor℠
        1337 Tilton Road
        Northfield , NJ 08225
        diane.scarpa@ubs.com
        Diane Scarpa
        1337 Tilton Road,Northfield ,NJ,08225
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        Clete W. Schwegman III

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
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        • DE
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        • HI
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        • LA
        • MA
        • MD
        • MI
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA

        Clete is a graduate of Saint Joseph's University with a bachelor of science in Business Administration. He currently resides in Longport, New Jersey with his wife, Nicole and their three children; Nancy, Tess and Clete IV. He serves on the Longport Board of Education and is active in coaching and serving the community with his family.

              1337 Tilton Road
              Northfield, NJ 08225
              c.schwegman@ubs.com
              Clete W. Schwegman III
              1337 Tilton Road,Northfield,NJ,08225
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            Turn possibilities into a plan

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            A leading global wealth manager

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            Tariffs, volatility and your portfolio

            Are you ready?

            In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

            We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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            Our global footprint

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            UBS is a leading and truly global wealth manager

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