A world of opportunities The difference UBS can make

Penn Management Group Brian J. McKeon, Drew D. Barlow, Kirk Hasen, Michele Volm, Karen A. Mclaughlin

Penn Management Group






Stocking Works
411 South State Street
Newtown, PA 18940

Understanding your life and what you want to accomplish is important to how we work together. UBS Wealth Way is an approach we take that starts by focusing on what’s most important to you. Then, we can organize your financial life into: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. The clarity it provides can help you stay focused on your long-term goals, no matter what the markets are doing. See how.


Creating your legacy

Creating a legacy that lasts

Download the UBS Mobile Banking app

Download the UBS Mobile Banking app