Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Co-workers

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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    Charles Wehmeyer

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • KS
    • LA
    • MD
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    With nearly 30 year of financial experience, Charlie and his team provide comprehensive financial planning and retirement income planning based on the needs and goals of their clients and their families. One of his top priorities in his practice is to help clients build an investment strategy designed to maintain income and purchasing power so they can retire comfortably and independently.

    Charlie earned his B.S. degree in Business and Finance from Mount Saint Mary's University. Additionally, he earned The Chartered Retirement Planning Counselor¿ designation.

    Charlie currently resides in Point Pleasant, NJ with his wife and two sons. 

      • Mount Saint Mary's University, B.S. Business and Finance
      • Chartered Retirement Planning Counselor℠
      2310 Route 34 Suite 2A
      Manasquan, NJ 08736
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      Kenley Ragusa

      Wealth Management Associate

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      • CA
      • FL
      • ME
      • NJ
      • NY
      • PA
      • TX
      • VA

            2310 Route 34 Suite 2A
            Manasquan, NJ 08736

          The circular economy: What is it?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          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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