Financial planning and beyond

Sailboat splashing in water

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Matt

    Matthew M. Wojcik

    Director

    Branch Manager

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • IL
    • MA
    • ME
    • MI
    • NC
    • NJ
    • NY
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • WY

    Matt began his career in 1985. With over 30 years of experience, he built his practice providing sound advice to clients, helping them to build their assets.  Matt helps his clients manage their wealth and plan for retirement. Throughout his career, Matt has held many positions in operations, sales, and branch management. He is currently, a Director and the Branch Manager of the Manasquan, NJ office. This experience helps him have a strong understanding of the firm and how to use its resources to benefit his clients.

    He holds variable annuity, life and health insurance licenses as well as FINRA Series 7, 8, 63, and 65 securities licenses.

    Matt and his wife Carol reside in Middletown, NJ.

          2310 Route 34 Suite 2A
          Manasquan, NJ 08736
        • Rob website photo

          Robert D. Maher

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • MA
          • ME
          • MI
          • NC
          • NJ
          • NY
          • PA
          • RI
          • SC
          • TX
          • VA

          Rob began his career in Financial Services in 2004. Prior to entering the financial services industry, Rob worked as a transformational consultant with Accenture. With over 23 years of business experience, he is able help his clients build and protect their assets based on their short and long term goals.  Rob also helps clients plan for the efficient transfer of their wealth to family as well as charitable organizations.

          Rob earned his BS in Business Administration from Bucknell University where he was also a member of the baseball team.  Rob received his Chartered Retirement Planning Counselor certification from the College for Financial Planning, and also holds variable annuity, life and health insurance licenses along with FINRA Series 7 and 66 securities licenses.

          Rob, his wife Shannon and their son Zack reside in Manasquan, NJ.

                2310 Route 34 Suite 2A
                Manasquan, NJ 08736
              • Joe

                Joseph Bonacci

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AZ
                • CA
                • CO
                • CT
                • DE
                • FL
                • GA
                • MA
                • ME
                • MI
                • NC
                • NJ
                • NY
                • PA
                • RI
                • SC
                • TX
                • VA

                Joe began his career in Financial Services in 1981. With over 35 years of experience, the focus of Joseph’s practice is providing advice and helping his clients to build, manage, and protect their assets through planning based investment strategies.

                Joe earned a bachelor's degree in business management form the University of Tampa and a M.B.A degree in finance and international economics from Pace University.  He holds variable annuity, life and health insurance licenses as well as FINRA Series 7, 63, and 65 securities licenses.

                Joe currently resides in Point Pleasant, NJ.

                      2310 Route 34 Suite 2A
                      Manasquan, NJ 08736
                    • Kenley

                      Kenley A. Ragusa

                      Wealth Management Associate

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                      • CA
                      • FL
                      • ME
                      • NJ
                      • NY
                      • PA
                      • TX
                      • VA

                      Kenley began her career in Financial Services in 2003. She is responsible for coordinating team activities such as, financial planning, marketing, contact management, and issue resolution. Kenley ensures the team delivers an exemplary service model to each client.

                      Kenley earned a BS in Marketing from The University of Phoenix and an AS in Photography from the Art Institute of Philadelphia. She holds variable annuity, life and health insurance licenses as well as FINRA Series 7 and 66 securities licenses.

                      Kenley resides in Old Bridge, NJ

                            2310 Route 34 Suite 2A
                            Manasquan, NJ 08736

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                          UBS Wealth Way

                          UBS Wealth Way

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          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.

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