Michael P. Ritacco, Financial Advisor, joined UBS Financial Services in October 2013. Mike works with families, foundations & businesses establishing strategies that grow, protect, and distribute wealth in the most tax efficient manner. Through his teamwork, they leverage their capabilities and resources to fully assist clients with Private Family Office Services. Drawing on his experience and global resources, Mike develops personalized solutions to address the complex needs of his clients. Those strategies include but are not limited to portfolio development, estate planning working in conjunction with client family advisors, retirement and education planning, life insurance analysis, liability and debt management, plus a full complement of multi-generational wealth preservation services.
Michael has three children and is a resident of Point Pleasant, NJ.
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MT, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WI