“To us, advice without human connection isn’t enough.”
— Angie Newman
Angeline Newman has been recognized as an industry leader
- Forbes America’s Top Women Advisors, 2019, 2020
- Forbes Best-In-State Wealth Advisors in New Jersey, 2019, 2020
Finding Financial Freedom
Advice for who you are and what you need
The power of the plan
We begin every relationship with a comprehensive financial plan to help you and your family pursue your goals throughout your lifetime. Everything we learn about you, your family, your concerns and your vision for the future factors into the design of your plan.
Using a disciplined,step–by–step process—our Financial Goal Analysis (FGA)— we can identify what you have today and what you will need down the road to help you address a range of priorities.
Many of our clients tell us that during periods of volatility, a financial plan helps them stay focused on the big picture and less so on short-term market swings. It can also be adjusted when life or investment circumstances change. Because we see it as such a powerful tool for helping you pursue financial well-being, we want you to retain and refer to your customized plan for the long haul, regardless of where life leads you.
A passion for the markets, but managing risk first
Investing in the markets has always been our passion, and where appropriate, we hope our clients can comfortably participate. We are mindful, though, that the most critical part of managing substantial portfolios is overseeing the potential risks of those assets.
Because risk is personal to each investor, we strive to understand your comfort level and then create a customized investment strategy that fits within those parameters.
As a Portfolio Manager with discretion over her clients’ investments, Angie is well positioned to be nimble and to do what she believes is best for them. She reviews allocations and performance regularly. Because challenging market cycles and unpredictability are part of investing, she stays focused on strategies that seek to minimize volatility but still allow for returns that can potentially increase wealth over time.
Access the platforms and perspectives of Private Wealth Management
As members of our firm’s exclusive Private Wealth Management division, our team has access to the global depth and breadth of UBS resources and experience that complement and deepen our advice and recommendations.
Whether it’s helping you or establish a more tax-efficient estate plan or pursue a philanthropic passion, we’ll provide you with insight and solutions from across the firm and around the globe.
The complexity of your wealth demands a critical understanding of how best to incorporate tax-efficient solutions into your overall financial plan. Together with our estate and trust professionals as well your tax and legal advisors, we’ll provide the stewardship you need as we develop your comprehensive estate plan and develop appropriate strategies for helping to protect it.
Wealth management research
By drawing upon our investment analysis and the global body of thought leadership and market insight of our Chief Investment Office (CIO), we help ensure our clients are receiving the firm’s best strategic and tactical allocation guidance.
Portfolio Advisory Group
A truly customized portfolio should be informed by insights that align with your goals. The Portfolio Advisory Group provides us with advanced quantitative analysis and proprietary research for a dynamic asset allocation designed to address your specific needs.
The UBS Investment Bank
If you’re considering the sale of your business, we can help assemble the right presale advisory team, including coordinating with our investment banking team for insight into structuring your transaction, appraisals and valuations. Working together, we’ll help ensure you have the appropriate strategy and take the right steps at the right time to make the most of your sale.
The better we understand your philanthropic passions, the more effectively we can help you transform them into meaningful impact. We’re committed to helping you develop a charitable giving program that reflects your vision and your values, but also aligns strategically with your overall wealth plan.