Lasting relationships. For all that matters

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

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      Robert Gerling has over 30 years of experience in the Financial Services Industry.  Robert has significant experience in Retirement and Corporate Benefits Planning.  He focuses on educating his clients in the area of strategic and tactical asset management. Robert works with his clients to help them author written Investment Policy Statements and Asset Allocation Models.

      Robert built his practice constructing portfolios to help reduce risk and improve performance.  He has considerable experience with concentrated equity positions and large fixed income/bond assets.

      Robert received his BA from Widener University in PA.   Robert also holds health, life, variable annuity, and variable health insurance licenses as well as FINRA Series 7, 63, and 65 securities licenses.

      Robert resides in New Brunswick, NJ with his wife Jo Ann.  They have 4 children and 10 grandchildren.

       

        • Widener University, B.A.
        • Wealth Advisor
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        Vincent Lucchesi

        Senior Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • DE
        • FL
        • LA
        • NJ
        • NY
        • PA
        • VA

        Vincent Lucchesi has 30 years of experience in the Financial Services Industry.  Vincent provides customized wealth advisory services for successful individuals, business owners, foundations, and corporate clients to help them achieve both their business and personal goals. 

        Vincent built his practice providing sound advice to clients on how to best use their assets to support their long-term goals.   Vincent also coordinates his efforts with other trusted advisors, such as attorneys and CPAs, to ensure that he understands the full picture and is providing advice that is in the best interests of his clients.

        Vincent received his BA from Lynchburg College and completed the Graduate Tax and Investment Management Program at Temple University, PA.  As a CERTIFIED FINANCIAL PLANNER™, Vincent possesses deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. Vincent also holds health, life, variable annuity, and variable health insurance licenses as well as FINRA Series 7, 63, and 65 securities licenses.

        Vincent resides in Sea Girt, NJ with his wife Susan, and their 3 daughters.

          • Lynchburg College , B.A.
          • CERTIFIED FINANCIAL PLANNER™
          • Wealth Advisor
          2107 Route 34
          Suite 102
          Wall, NJ 07719
          vincent.lucchesi@ubs.com
          Vincent Lucchesi
          2107 Route 34,Wall,NJ,07719

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        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.

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        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

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        UBS is a leading and truly global wealth manager

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