Lasting relationships. For all that matters

Meeting in a office

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.

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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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    Maura Poiesz

    Managing Director

    Market Director

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    • AL
    • AZ
    • CA
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MT
    • NE
    • NH
    • NJ
    • NY
    • OK
    • OR
    • PA
    • SC
    • SD
    • TX
    • UT
    • VA
    • VT

          184 Liberty Corner Road
          Suite 101
          Warren, NJ 07059
          maura.poiesz@ubs.com
          Maura Poiesz
          184 Liberty Corner Road,Warren,NJ,07059
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          Kathleen Sheehan

          Director

          Admin Manager

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          • AL
          • AR
          • DC
          • FL
          • HI
          • IN
          • MA
          • MD
          • ME
          • MI
          • MT
          • NE
          • NH
          • NJ
          • NY
          • OK
          • OR
          • PA
          • RI
          • SC
          • SD
          • TX
          • UT
          • VA
          • VT
          • WA
          • WY

                1285 Avenue Of The Americas
                New York, NY 10019
                kathleen.sheehan@ubs.com
                Kathleen Sheehan
                1285 Avenue Of The Americas,New York,NY,10019
              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

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              Los Angeles fire relief

              Support and resources

              The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

              Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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