Experience
Makes all the difference
We manage investment assets for individual clients. Our mission is to help clients evaluate investment opportunities and understand financial markets. We are particularly focused on clients who are either retired or nearing retirement. Our team approach offers a high level of service and delivers a customized financial planning process* tailored to help meet the needs and objectives of our clients. Our purpose is simple - to help build, manage and preserve our clients’ wealth.
*Financial Planning Services are provided in our capacity as registered investment advisers.
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Matthew A. Boynton, CFP®, CRPC®
First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Wealth Advisor
215-496-2171
matt.boynton@ubs.com
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Robert Hutchinson, Jr., CRPC®
Vice President - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
Portfolio Manager
Wealth Advisor
215-496-2172
rob.hutchinson@ubs.com
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Connect with me on LinkedIn
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David C. Marshall, CFP®, CRPC®
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Wealth Advisor
215-496-2177
david.c.marshall@ubs.com
Visit my personal page
Connect with me on LinkedIn