Our team is fully committed to providing comprehensive wealth management advice to successful entrepreneurs and their families.
Our clients require a highly experienced team of professionals to help coordinate and manage all aspects of their financial lives. They expect to have access to the broadest range of insights, expertise and customized services and solutions that are limited to Private Wealth Management clients. That’s why a select clientele turn to the capable leadership and expertise of Entwistle Partners.
Our office locations
1285 Avenue of the Americas
61 South Paramus Road
Tailored advice for every phase of life
The lives of today’s wealthy families are complex. That’s why it is more important than ever to have the steady guidance of an experienced team that understands the challenges you face throughout life’s important personal and business milestones. This understanding forms the foundation of our relationship. We provide innovative solutions for helping you sustain and grow your wealth and preserve your legacy.
Planning for every phase of life
With our team’s extensive private wealth and trust company background, we bring an experienced perspective to both financial and estate planning. We help prioritize your goals, establish your proper asset allocation, manage risk and assess estate and charitable planning strategies.
- Asset-based lending
- Tailored lending solutions
- Life and long-term care insurance
- Cash flow plans for retirement income
- Estate planning coordination
- Comprehensive planning
- Asset allocation strategies
- Portfolio rebalancing
- Tax-efficient investing
- Identity protection
- Property and casualty insurance
- Legacy planning
- Trust services
- College funding strategies
- Business succession planning
- Investment banking
- Strategic or financial buyer
- Charitable giving strategies
- Family foundation considerations, set up and supervision
- Donor advised funds
- Gifting guidelines
- Trust and philanthropic vehicles
The insights that drive sophisticated solutions
Our investment management approach is grounded in preserving the wealth you have worked so hard to build. We believe that tapping the collective wisdom of UBS, combined with independent due diligence, diversification and risk monitoring, is the foundation of financial success.
Portfolio management focused on asset allocation
Our team works with you to determine an asset allocation strategy appropriate to your goals. We are like an institutional asset manager in expertise and scale, but we’re more nimble and flexible, honing in on the investment mix that’s most appropriate to your goals and comfort with risk.
By listening and aligning with your objectives, we focus on strategies that allow for sensible growth and help mitigate risk. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.
A lifetime financial strategy for you and your family
We are committed to building long-lasting relationships so we monitor and adjust your plan to make sure your investment strategy is continually optimized. This helps ensure we keep pace with fluctuating markets, changing tax laws and your evolving family needs.
Personal connections built on exceptional service
We not only tackle the complex situation you face today but also help you plan strategically for the future you envision. Our full suite of services includes comprehensive planning, credit and lending, insurance and liability management, education planning and wealth transfer.
Family office environment
Families with significant wealth demand a flexible, customizable investment platform, along with a broad array of family officelike services where the highest priority is placed on establishing confidence and trust. We provide a dedicated organization to bridge the generations within a family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.
A network of professionals
Our team works closely together, communicating regularly, tapping each member’s expertise. We have built strong relationships with a wide array of experts, both inside and outside of UBS. In addition, we will work closely with your team of accountants and attorneys, leading the effort to develop one integrated approach.
Accessibility and accountability
Our trusted and highly experienced client service team fulfills a host of financial and personal needs. We help you stay connected to your entire world, from daily account issues, to setting up online services to handling statements and tax information. The result is a collaborative process that combines personal attention with informed strategies for tackling all your needs.
Private Wealth Management
Elite access to the deep resources of UBS
As UBS Private Wealth Advisors, we can work with you to address your most sophisticated wealth challenges. With unprecedented access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks, you’ll have greater opportunities for your success than ever before.
Our extended team resources include:
UBS institutional products. We have access to UBS institutional products as well as premier third-party investment providers, including traditional and non-traditional asset management, structured products, liability management, wealth transfer and more.
Portfolio Advisory Group. Exclusively dedicated to sophisticated portfolio structuring, the group uses advanced quantitative analysis, proprietary research and dynamic diversification to fulfill your custom asset allocation.
Credit and liquidity solutions. Through the extensive UBS Banking network, you can access innovative credit solutions such as securities backed lending, pre-IPO lending, mortgages and tailored financing.
CIO Wealth Management Research. Our global research organization, with more than 900 professionals across UBS, is dedicated to helping you understand the global economy and make better investment decisions.
Advanced planning. With extensive experience in wealth planning, estate tax and philanthropy, our planning analysts regularly evaluate how changes in the legislative and tax landscape might affect your wealth.
UBS Global Family Office. This highly specialized team seamlessly integrates comprehensive wealth management with institutional-level services and business opportunities for family offices.
Family Advisory. This group offers solutions that extend beyond your portfolio, including advice on family decision-making, business and generational transitions, wealth transfer and family office governance.
Kathleen Entwistle has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2018
- Forbes Top 200 Women Advisors, 2017