Together We can create a plan for the future you want

Princeton Investment Consulting






100 Overlook Center
Suite 100
Princeton, NJ 08540

Today's retirement plan landscape, marked by ongoing change, requires greater focus on fiduciary responsibility and new management challenges for plan sponsors. We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity. We are on the front lines of the new retirement, and we stand ready to help you and your participants meet the challenges of today's world.

Marc Shegoski has been recognized as an industry leader.

  • Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2015, 2016
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
  • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
  • Financial Times Top 400 Advisors, 2013
  • Top 100 Wirehouse Advisors, 2014

David Sears has been recognized as an industry leader

  • UBS Top 35 Under 35, 2017


Get a clearer view of your wealth. With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.
Investor optimism is up, a new presidential administration is in place and the Dow has passed 20,000. What can investors expect moving forward, and how should you position your portfolio? (Filmed on January 30, 2017).

Art Cashin on the markets

The UBS Equity Award Value Index™