How can you pursue what matters most?

Three generation family walking on the beach

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.

Four people meeting in glass office

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.

  • william

    William Sullivan

    First Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AZ
    • CA
    • CO
    • FL
    • MA
    • NC
    • NJ
    • NY
    • SC
    • TX
    • WV

    Bill and the Sullivan family have been providing uninterrupted investment advice and service since 1968 when Bill’s father started his career as the President of Gibraltar Securities. With special expertise in Treasuries, Municipals and Corporate debt, Bill oversees our fixed income strategy also provides our clients with guidance on identifying and meeting their financial goals through complex generational wealth transfer planning. Bill is founder and president of the Essex Fells Police Foundation, and a member of the Peer Foundation, Parent Support Group and Essex Fells Town Councilmen.

        • Senior Portfolio Manager
        500 Campus Drive
        Florham Park, NJ 07932

      US banking sector update: Where we are now

      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

      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