Lasting relationships. For all that matters

Woman standing in lobby

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Four people meeting in glass office

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.

  • LS HS

    Lou Sforza

    Executive Director

    Market Director

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV
    • WY

          500 Grant Street
          BNY Mellon Center
          Pittsburgh, PA 15219
        • Sandy HS

          Sandy Pompeo


          Admin Manager

          • image
          • image
          • image
          • DE
          • FL
          • MD
          • NJ
          • NY
          • PA
          • VA

                2200 Georgetowne Drive
                Suite 600
                Sewickley, PA 15143

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

              Accessing resources. Delivering solutions.

              Accessing resources. Delivering solutions.

              A national footprint. Local values.

              A national footprint. Local values.

              A team approach

              A team approach

              Benefits take center stage

              The pandemic spotlights the importance of employee benefits

              Employees have a different set of needs and expectations—giving employers an opportunity to reshape workplace norms.

              Backed by the strength of UBS

              A global leader in wealth management

              $3.9 trillion

              In invested assets globally 
              As of 12/31/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager