Lasting relationships. For all that matters

ShorePath Insde

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.

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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.

  • Geoff Headshot

    Geoffrey Mann

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • MD
    • MI
    • NC
    • NJ
    • NV
    • NY
    • PA
    • SC
    • TX
    • VA
    • VT

    Our families, our values, the impact we have on others – these are the important things. It can be hard making sense of it all but asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that may be on your mind. “Will my family be OK when I’m gone? Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund?” Together, we can find the answers.

    Whatever your answer, we can help you create a financial plan to address your priorities. Over the past 34 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.

    Capabilities to Impact your life and wealth

    I deliver comprehensive wealth management and focus on these areas:

    • Longevity planning, including retirement income and insurance planning
    • Wealth transfer strategies, including inheritance and business succession planning
    • Life transition planning for marriage, divorce and loss of a loved one

    Experience to guide you forward

    • Senior Vice President, Wealth Management, Wealth Advisor, Portfolio Manager – PMP, UBS 2008 – present
    • Branch Manager, Senior Vice President, Morgan Stanley, 2001 – 2008
    • Vice-President Financial Advisor, Paine Weber, 1991 – 2000
    • Municipal Bond Specialist, Halpert Oberst, 1986 – 1991

    My professional achievements and education

    • Series 3, 7 , 9, 10 , 31, 63, 65
    • Insurance licenses Life, Health and Variable Annuities
    • M.B.A. Rutgers University
    • B.S. Economics, Ursinus College

    Outside the office

    • I live in Summit, NJ with my wife and enjoy 6 grandchildren.
    • I am an avid golfer, fisherman and Giants/Yankees fan

          2107 Route 34
          Suite 102
          Wall, NJ 07719
          geoffrey.mann@ubs.com
          Geoffrey Mann
          2107 Route 34,Wall,NJ,07719
        • Jeff Headshot

          Jeffrey James Seidel, CFP, AWMA

          Account Vice President

          CERTIFIED FINANCIAL PLANNER®

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IL
          • MA
          • MD
          • MI
          • MT
          • NC
          • NH
          • NJ
          • NV
          • NY
          • PA
          • SC
          • TN
          • TX
          • VA
          • VT

          What would you like to accomplish?

          What's important to you?

          These are the two questions I start every meeting with. For over a decade I've worked with high net worth and highly compensated clients developing goal driven financial plans and investment strategies for themselves, their families, and their businesses. I strive to forge trusting and long lasting relationships with every client, which was paramount to building my practice shortly after the 2008 financial crises.

          Coming from a family of teachers, educating and empowering my clients to make their financial decisions with confidence is at the core of what I do.

          As the CERTIFIED FINANCIAL PLANNER™ of ShorePath Wealth Management Group, I provide advice in the following areas:

          • Financial Planning and Investment Strategies
          • Cash-flow and Retirement Readiness Analysis
          • Executive Compensation and Benefit Strategies
          • Estate and Multi-generational Planning
          • Business Continuity and Succession Planning
          • Retirement Plans and Employee Benefits
          • Charitable Giving Strategies
          • Sustainable Investing Strategies

          I'm a proud College of Charleston Alumni and avid supporter of the CofC Men's Rugby Team, where I played in college. I'm a current board member of the rugby alumni association's non-profit, The Lowcountry Rugby Fund, dedicated to supporting youth rugby programs and instilling the values Rugby teaches on and off the field.

          When not at the office you'll find me on the golf course, running on the boardwalk, or on stage with my cover band performing throughout Monmouth County, NJ.

              • CERTIFIED FINANCIAL PLANNER®
              2107 Route 34
              Suite 102
              Wall, NJ 07719
              jeffrey.seidel@ubs.com
              Jeffrey James Seidel, CFP, AWMA
              2107 Route 34,Wall,NJ,07719
            • Kim

              Kim DeSio

              Senior Client Associate

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              • FL
              • MI
              • NJ
              • NY

              Kim has been in the financial services industry since 2003.  As a Senior Registered Client Service Associate she is responsible for supporting her team and providing their clients with the best possible client experience.

              She holds Series 7 and 66 securities licenses, and variable, fixed and life insurance licenses.

              Kim resides in New Jersey and South Carolina. Outside of the office she enjoys spending the majority of her time  with her 3 children and 5 grandchildren.

                    2107 Route 34
                    Suite 102
                    Wall, NJ 07719
                    kim.desio@ubs.com
                    Kim DeSio
                    2107 Route 34,Wall,NJ,07719
                  • Jon Headshot

                    Jonathan Poplawski

                    Client Associate

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                            2107 Route 34
                            Suite 102
                            Wall, NJ 07719
                            jonathan.poplawski@ubs.com
                            Jonathan Poplawski
                            2107 Route 34,Wall,NJ,07719
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                          UBS Year Ahead 2025

                          Roaring 20s: The next stage

                          Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                          A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

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