Lasting relationships. For all that matters

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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.

  • matthew

    Matt Power

    Senior Vice President–Wealth Management

    Branch Manager

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    • CA
    • CT
    • DC
    • FL
    • IL
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • RI
    • SC

    Matt began his wealth management career in 1996. Over the past 22 years, he has helped clients manage their wealth throughout good times and bad. Matt joined UBS in 2012 after 3 years at Stifel Nicolaus and prior tenures at Wachovia and Smith Barney.

    With his clients, Matt emphasizes asset allocation and total portfolio management with a focus on retirement income planning; he also helps them with estate planning, structures for charitable giving and education funding. Matt is FINRA-registered and holds Series 3, 7, 9,10, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities. Matt recently earned the CERTIFIED FINANCIAL PLANNER™ certification which attests to his focus on providing his clients with wealth planning strategies that are developed according to their needs and goals.

    Matt earned his law degree from Fordham University School of Law and his bachelor’s degree in Economics from the State University of New York at Albany. Matt enjoys basketball, golf, tennis and reading. Matt and his wife live in Westfield, NJ.

      • Fordham University School of Law,, J.D.: 1985
      • SUNY at Albany, B.A. Economics: 1982
      • CERTIFIED FINANCIAL PLANNER™
      109 North Avenue
      2nd Floor
      Westfield, NJ 07090
    Education financing

    Education financing

    Retirement planning

    Retirement planning

    Multigenerational planning

    Multigenerational planning

    A way forward

    Understanding your life, your wealth and what you want to accomplish.

    We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

    Let's talk about how we can help you plan for the life you want

    Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

    Backed by the strength of UBS

    A global leader in wealth management

    $3.3 trillion

    In invested assets globally 
    As of 12/31/2021

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager

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