A personalized approach to managing wealth
The Halbfinger Group
212-821-2010
299 Park Avenue
8th, 9th and 11th Floors
New York, NY 10171
The Halbfinger Group provides the individualized attention of a boutique team backed by the strength and stability of UBS, one of the largest wealth management firms around the globe. We provide seamless integration across all aspects of your financial world.
We combine financial planning with investment management and deliver it with the highest standard of personalized service. We are committed to engaging each generation of your family, offering thoughtful advice and education to help meet your goals.
Personalized service
Commmitted to putting your goals first
With a depth of experience that gives us a holistic perspective on the markets and life, we deliver independent, objective financial guidance to a select group of individuals, families, and institutions.
Financial planning
A road map for long-term success
Our planning process begins with a series of meaningful conversations. We then work with you to establish a comprehensive financial plan that prioritizes your goals. We view this as a business plan for your personal life, creating metrics to measure success and providing context for all important financial decision-making.
Customized investing
The perspective to make informed financial decisions
We build highly customized portfolios from a broad array of investments. We dedicate tremendous resources toward the due diligence of manager selection and oversight beyond UBS's already stringent process.
Heritage of UBS
Trusted guidance that's leading the way in wealth management
At The Halbfinger Group, our entire team of specialists is committed to bringing the global resources and intellectual capital of UBS to bear on all aspects of your financial life.
The Halbfinger Group
Learn more about The Halbfinger Group
Martin Halbfinger has been recognized as an industry leader.
- Barron’s Hall of Fame Advisors, 2019
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Forbes/SHOOK America's Top Wealth Advisors, 2016, 2017, 2018
- Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019
- Financial Times Top 400 Financial Advisers, 2015, 2016, 2017, 2018, 2019, 2020
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Barron's Top 1,000 Financial Advisors, 2012, 2013
Our perspectives
Insights