Meaningful connections for long-term success Private Wealth Management
J2 Wealth Management
212-821-2710
800-662-6521
855-260-0479
299 Park Avenue
8th, 9th and 11th Floors
New York, NY 10171
Our team helps an exclusive group of technologists, artists and entrepreneurs remove the financial burdens of complex wealth that get in the way of doing what they love. We embrace and empower families across generations by listening and hearing their needs and dynamics, and by educating them to be responsible stewards of their capital with a goal of financial independence for themselves and for future generations.
We offer the insights and access to the global resources of UBS, including estate and legacy planning strategies, investment management and the concierge services you would expect from a family office.
Jonathan Adamsky has been recognized as an industry leader.
- Forbes/SHOOK Best-in-State Wealth Advisor For NY, 2021
- Financial Times Top 400 Financial Advisors, 2015, 2016, 2019, 2020
- REP. magazine and WealthManagement.com Top 40 Wirehouse Advisors Under 40, 2014
Jeffrey Klotz has been recognized as an industry leader.
- Financial Times Top 400 Financial Advisors, 2019, 2020
Insight
How we can help you
We will develop a thorough understanding of your current situation, goals, values and objectives.
Collaboration
How we connect with you
J2 Wealth Management serves as your connection to the senior leadership and global intellectual capital of UBS.
Access
What makes us effective
Our streamlined client service experience mirrors a boutique family office feel while leveraging the global resources and financial stability of UBS.
Jeffrey Klotz has been recognized as an industry leader
- Barron's Top 1,200 Financial Advisors, 2019
Our perspectives
Insights