Meaningful connections for lasting relationships
The Gunderson Group
212-713-4253
877-416-4534
UBS Financial Services Inc.
1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019
The Gunderson Group is a multigenerational team of financial professionals who specialize in relationship management and financial planning. Louise, a nationally recognized Barron’s and Forbes Top Advisor, leads our team. Together, we bring perspective, clarity and skillful, hands-on problem-solving to our clients each day. Not only are we all patient listeners, but also passionate “doers” who get things done—and get them done right.
To us, it’s about discovering what you need to feel confident, comfortable and prepared for the future. We strive to develop a true connection with you, your family and your world—beyond your investment portfolio. It’s about “getting under the hood,” asking the right questions and then doing the hard work to help make our clients’ lives better. We believe it takes that level of commitment to build meaningful connections and relationships that last.
Deepening relationships every day
Exceptional service is our team’s day-to-day standard. When we say each of us is here for you, we mean it in every sense, from direct communication and 24/7 accessibility to sharing with you the moments and events that mean so much to you.
We are caring advocates who not only help you manage your planning and investing strategy, we help you navigate the ups and downs of life. We also build strong relationships outside of UBS. Giving back to the community is important to our team—from mentoring tomorrow’s women entrepreneurs and executives to supporting better hospital programs and expanding educational opportunities for the next generation.
Guiding you through life’s important decisions
A planning foundation
Financial planning can help you find answers to the questions that matter most about your life and your wealth so you can embrace the future more confidently.
Multigenerational perspective
As a multigenerational team, we believe our perspective is relevant to clients of any age. But our advice is rooted in helping to protect family and legacy.
Goals-based investing
Having managed our clients’ wealth through multiple market cycles, we have developed a disciplined process for selecting investments and structuring your portfolio based on your goals.
Podcasts
Millennial investing
Listen: “Top of the Morning” call with Nina Gunderson, who discusses the state of millennials and investing.
Listen to full podcast
Video
Featured on "TheStreet"
UBS powerhouse advisory team on the state of the industry, women and millennials
Defining leadership in wealth management
Louise Gunderson has been recognized for her industry expertise and leadership.
- Barron's Hall of Fame, inducted in 2019
- Barron's Top 100 Women Advisors, 2012 – 2022
- Barron's Top 1,200 Financial Advisors, 2014 – 2022
- Barron's Top 100 Private Wealth Management Teams, #25 in 2022
- Forbes/SHOOK Top Women Wealth Advisors, 2017 – 2022 (#1 Female at UBS)
- Forbes/SHOOK Top 250 Wealth Advisors, 2017 – 2022
- Forbes/SHOOK Best-in-State Wealth Advisors, 2018 – 2022
- Forbes/SHOOK Top 100 Wealth Advisors, 2016
- Financial Times Top 400 Financial Advisers, 2020
- REP. magazine’s Top 50 Wirehouse Women, 2014
- Recipient of the “She Knows Where She’s Going” award from Girls Inc., recognized as a role model for tomorrow’s female executives
The Gunderson Group in the media
- Featured in Barron’s – “Secrets to Their Success: How Top Women Advisors Advance Their Careers” (April 2021)
- Featured on gobankingrates.com – “How to Survive A Volatile Market in 2021” (April 2021)
- Featured in Barron’s – “The Covid Crisis is Quite Different for Advisors and Clients” (September 2020)
- Featured in Forbes – “Forbes/SHOOK Interviews Legendary Investor Ron Baron” (June 2020)
- Featured in Barron’s – “The Way Forward: A Chat with Louise Gunderson” (April 2020)
- Featured in the Financial Times – “Brokers must prepare for unparalleled conditions” (April 2020)
- Featured in Forbes – “Top Advisor Roundtable: Five top advisors share advice on markets, industry challenges, robo advisors and more.” (September 2019)
- Featured in Barron’s – “When your Kid is Your Colleague ” (August 2018)
- Featured in Forbes – “How Top Wealth Advisor Louise Gunderson Pulls In Millennial Clients” (June 2018)
- Featured in The Wall Street Journal, The New York Times and Bloomberg News
- Featured guest speaker on Fox News and CNBC’s Squawk on the Street
Experience and passion focused on your needs
Our perspectives
Insights