How will you choose your Financial Advisor?
At Errico Partners, we’re focused on the markets—the risks, the rewards and the strategies for finding value in any environment. For more than 25 years, we have helped our clients simplify their lives and provide clarity in an uncertain world. We believe many have chosen us for our understanding of stocks, the clarity of our thinking, the strength of our convictions and the stability of our team. But to us, what truly makes a difference is our commitment to going above and beyond for them, no matter how challenging.
All advisors are not alike
When it comes to helping you confidently grow and preserve your wealth for your family today and for generations to come—how will you choose your Financial Advisor?
Straightforward advice from a pragmatic team
We help you understand the why and how behind our recommendations and our specific planning and investment decisions.
Guided by your plan and the goals that matter. Your comprehensive financial plan enables us to understand your long-term and short-term goals, your appetite for risk and provides an integrated view of your wealth, which will evolve over time. Planning is critical to our process as it helps inform your custom asset allocation.
Your comprehensive plan guides our investment recommendations. By using our proprietary “My Total Picture” technology, we can provide you a consolidated report on all of your assets—those held at UBS and others held away.
We don’t just transact trades. We invest for clients, their families and their future. When it comes to structuring your portfolio, we are decisive thinkers who thoroughly study markets, trends and companies to navigate volatility and identify opportunities.
Working with an extensive UBS network of specialists in estate planning, structured solutions, portfolio advisory services and lending services complements and deepens the advice we offer. To help navigate volatile markets, we strive to align risk with your specific goals and timeframe.
The global resources of UBS Private Wealth Management. We are a seasoned team within UBS Private Wealth Management, an exclusive division comprised of UBS Advisors differentiated by their extensive training and focus on clients with significant and complex wealth.
Our access to resources, solutions and senior decision-makers helps us serve you better. Supported by our firm’s 150-year tradition of guiding generations of sophisticated families, we are well-positioned to advise you on every critical priority of your financial life.
What's more, through our collaboration with the Family Office Solutions Group and more than 20 subject matter experts, we bring you the best of UBS insight and expertise to help you grow your wealth, and explore unique opportunities available to ultra-high net worth individuals. With this access to professionals who are dedicated to working with families just like yours, we believe there’s no better platform for us to curate advice specifically for your complex needs, across generations.
The value of a Family Office Consultant (FOC)
In addition to their investment expertise, Chris Errico, Sean Kilduff and Adam Galaburda are among a select group of Private Wealth Advisors (PWAs) who have earned the Family Office Consultant business designation. They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges their clients face, Chris, Sean and Adam, as PWAs and FOCs, align specific needs to the full suite of UBS capabilities.
A partner for your life vision
The UBS Family Office Solutions Group brings an integrated approach to address entire life needs.
Chris Errico and Sean Kilduff have been recognized as industry leaders.
Markets, economies and our wealth management industry continue to evolve. Even in the face of new demands and changing times, we’ve been recognized for our commitment and dedication to putting our clients and their financial well-being first.
- Who’s Who Lifetime Achievement Award, 2020
- Barron’s, “Hall of Fame Advisors,”
- Forbes “America’s Top Wealth Advisors,”
2015 – 2019
- Forbes Top 250 Wealth Advisors,”
- Forbes, Best-in-State Wealth Advisor, NY,
2018 - 2020
- Barron’s, “Top 100 Financial Advisors,”
2009 – 2020
- REP. magazine and WealthManagement.com's "Top 100 Wirehouse Advisors", 2013 – 2016
- The Financial Times “400 Top Financial Advisers,” 2015 - 2018, 2020
- Irish America “Wall Street Top 50,” 2008-2018
Errico Partners is proud to have been recognized as an industry leader.
- Ranked in Barron’s, “Top 50 Private Wealth Advisory Teams,” 2020
Our office locations
299 Park Avenue
New York, NY 10171
1735 Market Street
Philadelphia, PA 19103