Meaningful connections for your lifelong plan Private Wealth Management
Angeline Newman
973-360-4204
973-360-4200 ext. 4204
855-289-7122
500 Campus Drive
2nd Floor
Florham Park, NJ 07932
“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.
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.
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.
Our perspectives
Insights