Advice. For the rest of your life.

Young woman riding a ferry

Safeguarding your future is your most important responsibility. That’s why it is essential to have the steady guidance of an experienced team who understands the challenges you face throughout life’s significant personal and professional milestones.

At each stage of life, count on us to help you:
Plan for each of your goals, from college funding to retirement to leaving a legacy
Focus on the right investment strategy to meet those goals
Engage on an ongoing basis to provide advice on all aspects of your financial life

 

Temel Group

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.

  • Charles Temel Profile Photo

    Charles Temel, CIMA

    Managing Director–Wealth Management

    Certified Investment Management Analyst®

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  • Steven Grogg Profile Photo

    Steven Grogg

    Financial Advisor

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  • Alexander Strauss Profile Photo

    Alexander Jeffrey Strauss

    Wealth Strategy Associate

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  • Noelle D'Aversa Profile Photo

    Noelle D'Aversa

    Client Service Associate

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  • Lyon Roth Profile Photo

    Lyon "Lenny" Roth

    Senior Vice President–Wealth Management

    Financial Advisor

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Service that builds lasting relationships

A disciplined investment strategy

Confidence from goals-based planning

Guidance for navigating life’s transitions

Safeguarding your wealth for future generations

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020