Integrated expertise focused on your vision of success Private Wealth Management

From left to right:
K. Leigh Shannon, John Scally, John Grymes, Eric Schwartz, Mark Lichtenfeld, Evan Bloomberg, Emily Nikoloudis, John Ryan

The Somerset Hills Group


phone

973-360-4369
800-631-8179



phone

855-289-7119



address

500 Campus Drive
2nd Floor
Florham Park, NJ 07932



At The Somerset Hills Group, our mission is to provide industry-leading wealth management solutions for individual, organizational, and institutional clients. Our team manages more than $1.5 billion in assets from our offices in Florham Park, NJ, and New York City. As private wealth advisors, senior portfolio managers, and strategists, our team distinguishes itself not only with decades of broad-based financial experience, but also with exceptional service. What’s more, as elite members of UBS Private Wealth Management, we also have access to industry-leading research and a complete range of sophisticated planning resources.

But looking beyond these extensive resources, you’ll find something even more distinctive about our team—our singular commitment to understanding you as an individual. We assess every aspect of your life so we can deliver the best advice and the right opportunities to help you achieve your unique vision of success.


The Somerset Hills Group Wealth Management Services

Our comprehensive planning approach addresses a range of your needs


The Somerset Hills Group Portfolio management program

Our signature portfolios are tailored for multiple risk preferences


Our exclusive strategic relationship with Mountain Top Advisory Group


Mark Lichtenfeld has been recognized as an industry leader.

  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
  • Financial Times Top 400 Financial Advisor, 2015, 2016
  • Barron's Top 1,000 Financial Advisors, 2012, 2013



Insights

 
 
Get a clearer view of your wealth. With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.
 
 
Mike Ryan, Chief Investment Strategist, Wealth Management Americas, gives his outlook for investors in the third quarter.

Art Cashin on the markets

Top of the Morning daily podcasts