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 Top Women Wealth Advisors Best-in-State, 2023, 2024The 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
        Suzanne Schwester Sloan, CMFC
        501 Fellowship Road,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
              Sheila Dixon
              501 Fellowship Road,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

            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager