Transforming wealth management Private Wealth Management

The Shantz Mantione Group Andrew Shantz, Thomas Mantione, Jill Orlando, Charles Dullea, Greg Merrill, Elizabeth Anne Mahr, James P. Shantz

The Shantz Mantione Group


phone

866-860-7266



phone

855-212-8375



address

UBS Private Wealth Management
750 Washington Boulevard
11th Floor
Stamford, CT 06901



“Our focus on planning is very simple: our entire practice is dedicated to looking at the big picture and helping you realize your lifestyle goals.”

— Andrew Shantz

In the midst of increasingly complex financial needs, The Shantz Mantione Group is redefining what it means to be a wealth manager. For more than 20 years, we have been providing generations of families with inclusive wealth management and professional investment guidance in diverse market conditions.

Our consultative, “goals-based” process helps our client’s clarify their current financial situation, identify challenges and create a comprehensive strategy. We collaborate with our clients’ other trusted advisors as well as our network of professionals, leading the effort to develop one integrated approach.


Building long-lasting relationships

While many financial advisors are focused solely on investment management, our comprehensive vision of total wealth management is built on three distinct, yet fully integrated, pillars.

  • With wholly personalized investment consulting, we provide clear direction around asset allocation, portfolio management, risk assessment and wealth preservation.
  • Our advanced planning discipline helps to unify all the other aspects of your financial life, including tax minimization, cash flow, wealth transfer, planning for an uncertain future and charitable giving.
  • With the goal of working together for the long term, our relationship management practice coordinates all your professional advisors into one network focused solely on you and your priorities.

Insightful advice for every phase of life

In transforming wealth management, we have redefined the formula for success. Beyond the routines of exceptional investing management lie the four pillars of trusted advice.

Wealth enhancement
Designed to increase cash flow by minimizing the tax impact on your investments.

Wealth protection
Our team is dedicated to working with you and external professionals to prevent your assets from being unjustly taken from you or your family.

Wealth transfer
A key focus for many of our clients includes a thoughtful asset transfer strategy. We also incorporate values and taxes to help ensure family wealth is preserved in an efficient manner and transferred to future generations and charitable organizations according to your wishes, with the least possible tax impact and expense.

Charitable Giving
We apply an all-encompassing plan and collaborate with tax and legal experts to achieve your specfic charitable giving goals. Many of our clients are involved in philantrhopy. We can assist in creating an efficient use of assets to provide your family with a legacy to be proud. One that incorporates both a sense of responsibility and accomplishment for future generations.

  • Charitable giving strategies
  • Family foundations
  • Direct gifting
  • Donor advised funds

Our Consultative Process

Our team uses a highly consultative approach to identify your needs, provide customized solutions and guarantee a high-quality client experience.

Learn more about our consultative process


Exemplary service committed to accessibility and communication

Our team is dedicated to providing a world class experience for you and your family each and every day.

  • Attention on your terms. We always strive to provide the utmost in personalized service. We foster an environment that keeps you engaged in the investment process in the manner most appropriate to your needs and schedule. By meeting in person twice a year, updating your portfolio quarterly and "touching base" on important topics monthly, count on us for prompt attention, regular communication and relevant insights and information.
  • Trusted client service. Clients rely on our trusted and consistent client service team for a host of financial and administrative needs. This means taking extra steps to provide customized reporting, helping to organize tax information or simplifying daily financial and investment issues-from setting up online services to handling financial statements.
  • A network of resources. By working closely with your accountants, attorneys and trusted advisors as well as our network of external professionals outside UBS, we can incorporate all perspectives into one coordinated view. Our network meets at least quarterly to review client case studies.
  • The strength of UBS. We draw upon the heritage of UBS AG, one of the world's leading wealth management firms. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm's global perspective and unmatched resources.

Thomas Mantione has been recognized as an industry leader

  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017



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