Your wealth. Your retirement. Your future.

Man standing on boat looking out

As you approach retirement, you likely have questions: Have I saved enough? How will market volatility affect my future retirement income? Am I prepared for rising healthcare costs? With a depth of wealth management experience, I can help you address your concerns and plan for a long, healthy and secure retirement.

Working with corporate executives and their families in a highly collaborative way, my team and I help our clients make thoughtful, informed decisions about their retirement, estate and legacy goals. It all begins with a comprehensive financial plan that assists with the various opportunities and challenges that come with growing and preserving your wealth.

Backed by the extensive resources of UBS, one of the world’s leading wealth managers, we advise our clients through every stage of retirement planning. Our relationships are based on experienced advice, sound wealth management strategies, trust and integrity.

As I consider any investment, I always ask myself one simple question: ’Is this the right investment for you and your family?

- Suzanne Schwester Sloan

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.

  • 2022

    Suzanne Schwester Sloan, CMFC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV


    • Chartered Mutual Fund Counselor
    • Portfolio Manager


    • Series 7 & 66
    • Life & Health & Variable Annuities - NJ, DE, PA, FL, MD, NC, TN, VA

    Personal & Community

    • Amazing Pace participant
    • Volleyball team member
    • Proud owner of a beautiful Westie
    • I am blessed to be a Mother of twins, Logan and Payton
    • Forbes Best-in-State Women Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

        501 Fellowship Road
        Suite 302
        Mt. Laurel, NJ 08054
      • Sheila S. Dixon

        Sheila Dixon

        Wealth Management Associate

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        • DE
        • FL
        • NJ
        • PA

              501 Fellowship Road
              Suite 302
              Mt. Laurel, NJ 08054

            A focus on personalized access and service

            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

            Planning for your retirement, step by step

            Planning for your retirement, step by step


            Creating your comprehensive plan

            Business Woman

            Relationships that last

            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

            $3.9 trillion

            In invested assets globally 
            As of 12/31/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager