UBS Cuts The Ribbon On New Offices In Bucks County

NEWTOWN, PA — UBS Newtown Wealth Management is settling into its new space at the Stocking Works on South State Street.

On Thursday, the wealth management company raised a glass of champagne and cut the ribbon on its new Bucks County office, which is located across the hallway from its former office.

Officially welcoming the UBS team to its new space were Newtown and Princeton UBS market director Patricia Cashin and Mid-Atlantic market executive Brendan Graham.

“We put a lot of blood, sweat, and tears into making this a more comfortable space, not just for us as employees but for our clients to enjoy and want to come and see us,” said Cashin. “Now it is onto new adventures and new memories in our new space.”

The newly renovated space boasts a larger lobby area, a new color scheme, enhanced lighting, and additional conference rooms, each equipped with the latest audiovisual technology, allowing for team and Zoom meetings with clients.

Staff members prepare to toast to their new office. (Jeff Werner/Patch)

The new office is located inside the Stocking Works on South State Street in Newtown. (Jeff Werner/Patch)

“Initially, we were looking around for comparable locations, but ultimately, we decided to stay here,” said Cashin. “Our clients like it here. It’s still downtown, but it’s not too deep into downtown. And we have great parking.”

The office is the home base for the company’s 30 financial advisors who are servicing clients throughout Bucks County and around the world.

“We’re excited to continue to serve this amazing community of people,” said Cashin. “We have been serving the community for the past 20 years and many of our amazing clients are Bucks County residents. We’re proud to be part of their everyday life and help them with their wealth management.”

UBS Newtown Wealth Management offers a myriad of financial services, from advice on mortgages, stock investment, and life insurance to college savings plans and retirement. “We can help you with every aspect of your financial life,” said Cashin.

"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," said the UBS website.

"By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in wealth management, asset management and our private and investment banks."