The way forward

Today, tomorrow and for generations to come

Uehling

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

The Business Owners Client Segment is excited to present the launch of our sponsorship of Amazon’s #1 New Release in Business Books, ‘Exit Right: How to Sell Your Startup, Maximize Your Return and Build Your Legacy.’ The book was written by two exited founders and current venture capitalists Mark Achler & Mert Iseri, to pay it forward to the next generation of venture-backed founders and present the exit planning process from all sides of the table – buyers, sellers, bankers, and M&A experts.

- https/www.ubs.com/exitright

Financial planning for the future you envision

Whether we are advising an affluent family or helping to transition business ownership, we work closely together to create a fully integrated plan. Our disciplined approach, industry knowledge and deep, multigenerational experience has made a real impact on the lives of our clients. Here’s how:

  • First and foremost, we are committed to our clients’ success
  • We are trusted because clients know we always put their interests first
  • Because of our high-touch, personalized experience, clients know we truly care about them

  • Carl Uehling Profile Photo

    Carl Uehling, CIMA

    Senior Vice President–Wealth Management

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    • AZ
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    Carl has been implementing wealth management strategies for private and institutional clients since 1987. He believes that the wealth management process begins with a comprehensive assessment of a client’s current situation and an understanding of where they want to be in the future.

    Advising high net worth clients on wealth accumulation, preservation and transfer strategies, Carl is a Portfolio Manager within the UBS Portfolio Management Program (PMP). He realizes that an investor can take comfort in knowing their portfolio is being handled by someone who understands their needs and goals, and who can draw on the strength of UBS resources.

    Carl holds a Bachelor of Arts degree from Gettysburg College. He earned his Certified Investment Management Analyst® (CIMA®) designation from The Wharton School of Business at the University of Pennsylvania.

      • Gettysburg College, B.A.
        411 South State Street
        2nd Floor
        Newtown, PA 18940
        carl.uehling@ubs.com
        Carl Uehling, CIMA
        411 South State Street,Newtown,PA,18940
      • Mark Uehling Profile Photo

        Mark Uehling, CFP, CIMA, CEPA, CRPS

        Senior Vice President–Wealth Management

        CERTIFIED FINANCIAL PLANNER™

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        • AZ
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        Mark has been working with business owners, successful professionals and their families on the design and implementation of wealth management strategies since 1998. Prior to becoming a Financial Advisor, Mark spent 20 years providing information systems solutions to small and midsize businesses.

        With a conviction that financial planning can provide a road map to help clients achieve their goals, Mark applies his training and expertise to the development and implementation of comprehensive wealth management plans for clients. He is a UBS Wealth Advisor, Retirement Plan Consultant and is authorized to provide discretionary investment management as part of the UBS Portfolio Management Program (PMP).

        Mark graduated from Gettysburg College and received an M.B.A. from Temple University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Certified Exit Planning Advisor® (CEPA®), Chartered Retirement Plans SpecialistSM (CRPS®) and earned his Certified Investment Management Analyst® (CIMA®) designation at The Wharton School of Business at the University of Pennsylvania.

          • Gettysburg College
          • Temple University, M.B.A.
          • CERTIFIED FINANCIAL PLANNER™
          • Certified Investment Management Consultant
          • Chartered Retirement Plans Specialist℠
          411 South State Street
          2nd Floor
          Newtown, PA 18940
          mark.uehling@ubs.com
          Mark Uehling, CFP, CIMA, CEPA, CRPS
          411 South State Street,Newtown,PA,18940
        • John Uehling Profile Photo

          John Carl Uehling, CFP

          Senior Vice President–Wealth Management

          Wealth Advisor

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          • AZ
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          • OK
          • PA
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          John has been providing wealth management and financial planning services, for families, high net worth individuals, and businesses since 2009. Prior to joining Uehling Wealth Management, John worked as a consultant for Delaware Investments and as a Financial Advisor for Merrill Lynch.

          As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, John’s process aims to effectively help clients accomplish their financial goals by following the CFP Practice Standards and is authorized to provide discretionary investment management as part of the UBS Portfolio Management Program (PMP). In 2016, John graduated from the UBS Wealth Advisor Program, which prepares advisors to meet the needs of high net worth clients.

          John graduated from Ithaca College with a degree in business administration and finance. He lives in Fort Washington, PA with his wife, Katelyn, their sons, Pierce and Connor and daughter Brooke.

          • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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.
          • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

          • Ithaca College, Business Administration and Finance
          • Wealth Advisor
          • CERTIFIED FINANCIAL PLANNER™
          411 South State Street
          2nd Floor
          Newtown, PA 18940
          john.uehling@ubs.com
          John Carl Uehling, CFP
          411 South State Street,Newtown,PA,18940
        • Tim Uehling Profile Photo

          Tim Uehling, CFP, CRPS

          Account Vice President

          CERTIFIED FINANCIAL PLANNER™

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • ID
          • MD
          • ME
          • MI
          • NC
          • NJ
          • NM
          • NY
          • OH
          • OK
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA

          Tim joined Uehling Wealth Management after 11 years in the technology and healthcare industries. In those roles he delivered tailored solutions to business owners and professionals throughout the greater Philadelphia area.

          Tim brings this collaborative, solutions-based approach to the wealth management process to the Uehling team. As a Chartered Retirement Plans SpecialistSM (CRPS®), he is focused on relationship management and designing and delivering the financial planning experience to individuals, businesses and business owners.

          Tim graduated from Penn State University. He lives in Collegeville with his wife, Molly, and their sons, Harrison and Theodore. He enjoys running, golf and gardening.

            • Penn State University
            • CERTIFIED FINANCIAL PLANNER™
            411 South State Street
            2nd Floor
            Newtown, PA 18940
            tim.uehling@ubs.com
            Tim Uehling, CFP, CRPS
            411 South State Street,Newtown,PA,18940
          • Sonia Lewandowski Profile Photo

            Sonia "Sunny" Lewandowski

            Senior Client Associate

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            Sunny began her career in the financial industry in 1990. Before joining UBS, she worked at Smith Barney for nearly 20 years, and at Mellon Bank, N.A. in their Trust department.

            For Uehling Wealth Management, Sunny is instrumental in all facets of the group’s overall day-to-day operations. She holds Series 7 and 66 securities licenses and works with clients to deliver efficient and responsive service.

            Sunny resides in Philadelphia, PA.

                  411 South State Street
                  2nd Floor
                  Newtown, PA 18940
                  sonia.lewandowski@ubs.com
                  Sonia "Sunny" Lewandowski
                  411 South State Street,Newtown,PA,18940
                • Carrie McCarthy Profile Photo

                  Carrie McCarthy, FPQP

                  Client Associate

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                    Carrie joined Uehling Wealth Management in 2000. Prior to joining the team, she worked in the managed care field with Healthmarket, Inc. and Brokerage Concepts, Inc.

                    As a Financial Paraplanner Qualified Professional™, Carrie assists the team’s financial advisors in creating comprehensive financial plans, investment proposals and periodic performance reports. In addition, she helps develop topics and ideas for brochures, reports, letters, presentations, website content and other marketing collateral material. She graduated from Saint Joseph’s University with a Bachelor of Arts degree.

                      • Saint Joseph’s University, B.A.
                      • Financial Paraplanner Qualified Professional™
                      411 South State Street
                      2nd Floor
                      Newtown, PA 18940
                      carrie.mccarthy@ubs.com
                      Carrie McCarthy, FPQP
                      411 South State Street,Newtown,PA,18940

                    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.

                    investments

                    Investment Management

                    Business transition and succession planning

                    Advice for business owners

                    A team approach

                    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

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