Cornerstone Wealth Management – UBS Financial Services Inc.

Cornerstone Wealth Management - UBS Financial Services Inc. is a financial planner in Philadelphia, PA, located at 1735 Market St in the Mellon Bank Center. The firm provides wealth management services and financial planning for individuals and businesses. Sean B. Thompson serves as a First Vice President and Portfolio Manager with UBS, bringing over 18 years of investment experience to his role. His process is strategic for the long-term, incorporating tactical strategies that account for changing market conditions. Sean holds the Series 7, 9, 10, and 66 securities licenses, along with Life, Accident, and Health Insurance licenses. He holds a Bachelor’s Degree in Mechanical Engineering from the University of Miami, where he was a member of two national championship football teams. Gabriel, a Senior Registered Client Service Associate, joined UBS in 2021 after working at Morgan Stanley and Merrill Lynch. He holds the Series 7, 66, and SIE licenses and is fluent in Spanish. The team is recognized as a Forbes Best-in-State Wealth Management Team for 2024, 2025, and 2026. The business operates with a customized approach that looks beyond investments to encompass all aspects of a client's financial life. The goal is to serve as the primary source of financial advice by developing long-term relationships through quality client service. Clients are guided through major life events to help preserve and pass on wealth. The firm connects clients to the global platforms and intellectual strengths of UBS’s experts in Wealth Management, Asset Management, and Private and Investment Banks. Sean spends his time between Southern New Jersey and Palm Beach County, Florida, while Gabriel lives in Philadelphia with his wife Michelle. The firm holds a 5.00 rating based on customer reviews, reflecting a positive standing among those who have reviewed its services. Cornerstone Wealth Management - UBS Financial Services Inc. combines deep institutional resources with personalized financial planning to serve the Philadelphia community.

BizScoreAI gives Cornerstone Wealth Management a Technical score of 83 out of 100, which ensures the website is secure and indexable so search engines can read it without errors. The business also holds an Authority score of 75 out of 100, a trust signal that helps AI assistants and search engines identify who is behind the operation when deciding whom to recommend.

Services:

• 401(k) plan services
• Banking
• Custom portfolios
• Estate planning strategies
• Financial planning