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

    Certified Investment Management Consultant

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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.
      • Certified Investment Management Consultant
      411 South State Street
      2nd Floor
      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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      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
      • John Uehling Profile Photo

        John Carl Uehling, CFP

        Vice President–Wealth Management

        Wealth Advisor

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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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The 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
      • Tim Uehling Profile Photo

        Tim Uehling, CFP, CRPS

        Account Vice President

        CERTIFIED FINANCIAL PLANNER™

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        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
        • 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
              • Louise Masterson Profile Photo

                Louise Masterson

                Senior Client Associate

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                Louise joined Uehling Wealth Management in 1997 where she provides administrative and operational support to the team and clients. She ensures all client instructions are carried out in a timely, accurate and efficient manner.

                Louise graduated from Villanova University with a Bachelor of Arts degree. She holds Series 7 and 66 securities licenses. Louise resides in Holland, PA with her husband, Ed.

                  • Villanova University, B.A.
                    411 South State Street
                    2nd Floor
                    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 and entrepreneurs

                  A team approach

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

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