What We Do:
When people ask us what we do for a living, we tell them we have the best job in the world. Every day we go to work and get to help affluent families put together all the pieces of their wealth management puzzles. Working closely with you and your other trusted advisors, we can provide integrated strategies regarding all aspects of your financial life:
- Tax issues. Understanding your federal and state income tax requirements, short- and long-term capital gains, real estate, AMT, estate and inheritance.
- Investments. Providing a risk-aware, diversified portfolio that may consist of stocks, bonds, cash and alternatives investments.
- Estate and trust planning strategies. Reviewing the proper titling of assets between spouses (with rights of survivorship or tenants in common) as well as joint and single names in a trust.
- Retirement and cash flow analysis. Advising on social security maximization, when to take benefits and required minimum distributions in IRA’s.
- Liability management and structure. Providing essential insights on good debt versus bad debt.
- Insurance reviews. Offering clear direction on insurance needs, including life and long-term care.
As our team fits together the pieces of your financial puzzle, we find that many of our affluent clients lack continuity. They cannot see their complete wealth picture. We help make sure that all their professional advisors are working together to protect their wealth by developing a written, holistic, comprehensive financial plan.
Because so many aspects of your financial life overlap and cross-pollinate, it is especially important that there is unity connecting all the elements of your plan. In that way, all the pieces of your puzzle fit together.
Jesse G. Vitagliano
Jesse has been in the financial services industry since 1996 and has served his clients honorably at Merrill Lynch, Morgan Stanley and Wachovia Securities and now having joined UBS in 2009. Jesse's clients rely on him and his team to provide complete continuity for their entire comprehensive wealth management experience. He and his team coordinate and integrate all the core areas of wealth management into a comprehensive financial plan, and he does all this for them in writing. The Vitagliano Wealth Management Group has processes and procedures in place to create seamless connectivity with the clients' other professional advisors, and this is achieved via regular communication with the clients' CPA, Attorney, and Tax Advisor. Building, constructing and maintaining a comprehensive private financial plan, in writing, ensures a high level of confidence for the client in meeting all the family's goals, wishes and dreams.
The Vitagliano Wealth Management Group exemplifies reliability, credibility and a high level of financial intimacy, and these qualities along with a low-level of self-orientation are the keys to any great relationship. New clients to the Group quickly get the feeling and sense that they have, in a way, graduated to a higher level of wealth management.
On a personal note, Jesse is a former U.S. Marine and is currently active in UBS Wealth Management Americas' Veterans Network. He is a past Board member to the American Red Cross and is currently on the Board of Gilda's Club South Jersey that helps families living with cancer. Jesse has been an avid supporter to many of his clients' charitable passions. After service to his country in the United States Marine Corps, Jesse did his undergraduate work at Rutgers University and in addition, he has completed all his graduate-course work at the University of Pennsylvania and is currently writing his Masters thesis. Jesse has two daughters, Nicole and Jessica, a son, Anthony, and a grandson, Dominic.
AR, AZ, CO, CT, DE, FL, GA, ID, IN, MA, MD, NC, NJ, NV, NY, OR, PA, RI, SC, TN, TX, VA, WI, WV
Michael S. Brooks
Mike has a wealth of experience starting in the financial services industry in 1997. He has developed his skills in wealth management through experiences at Vanguard, Goldman Sachs, Wachovia Securities and now at UBS Financial Services since 2009.
A senior financial advisor with the wealth management group here at UBS, Mike has two main roles: Working with and assisting clients to ensure total continuity of their goals, objectives and dreams, and this is achieved through comprehensive financial planning. Mike is the group's liaison; all meetings, events and happenings are coordinated through his fastidious care.
On a personal note, Mike was educated at the University of Scranton and St. Joseph's University where he studied economics and finance. He is married to the love of his life Katie; they have two sons, Danny and Jack, and they live in Philadelphia, Pennsylvania.
CT, DE, FL, GA, IN, MD, NC, NJ, NY, PA, RI, SC, TN, TX, VA
Client Service Associate
Patti joined us in 2014 with over 20 years of industry experience has quickly become a valued member of our team. Her extensive customer service experience in addition to her sincere appreciation for our clients and their families lends to a truly unique client service experience. Patti heads up all administrative and operational issues for the group and assists senior team members in all avenues of comprehensive wealth management.