A plan for today, tomorrow and generations to come

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.

Plans

Timothy Seeger

Senior Vice President–Wealth Management

In 1983 I watched my parents both lose their positions with large corporations due to mergers and restructurings. Although not an easy time for our family, my parents weathered a tough recession and went on to successful careers with other companies. I experienced first-hand the stress and anxiety that comes with unexpected life events, and I saw that planning for unexpected (and expected) events mitigates much of that stress.

I became a financial advisor in 1997. My focus is on helping clients to get more structure and control over their finances. I incorporate Goals-Based Wealth Management –an in-depth, yet simplistic approach that segments clients' portfolios based on goals and the timing of those goals, rather than a type of asset. I work with clients in areas of retirement planning, financial goals analysis, stock option planning, and cash flow analysis. I work with my clients' important partners such as attorney(s), and CPAs to make sure that my clients have an efficient business plan that is connected on all fronts.

Events such as job change, death of loved ones, sickness or disability, inheritance, education funding, marriage, divorce, sale of business, and transitioning to retirement are just a few of the things that I have helped my clients plan for and deal with during my career. My involvement with all of these different types of life changing events, through some of the most tumultuous market cycles, has made me much more connected to what my clients are going through, and I am a much better advisor because of this experience.

The clients I service are corporate executives, successful retirees, high level professionals, and small business owners.

 

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

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelor of Arts from The School of Commerce and Finance, Villanova University
101 West Elm Street
Suite 200
Conshohocken, PA 19428
  • (610) 832-3022

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At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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