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
Eric Schwartz has been recognized as an industry leader.
- Barron's Top 1,200 Financial Advisors, 2016
- Financial Times Top 400 Financial Advisor, 2016