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.
- 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
How we can help you
We will develop a thorough understanding of your current situation, goals, values and objectives.
Our disciplined wealth planning process
How we connect with you
J2 Wealth Management serves as your connection to the senior leadership and global intellectual capital of UBS.
Our team has access to senior executives of the firm who engage us on the items that concern you the most. From this we determine how we can serve you through the many UBS capabilities:
- UBS Wealth Management
- Investment Banking
- Equity Research
- Philanthropic Services
- Trust, estate and legacy planning strategies
We can provide access to an extensive network of specialists, including:
- Equity and Fixed Income Traders
- Research Analysts
- Credit Specialists
- Alternative Investment Solutions
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.
We provide access to the vast network of intellectual capital that we have built over the years and we leverage these resources to help in your specific situation.
Drawing on powerful global resources with solutions designed for all market environments, our conversations will focus on addressing each of your most important priorities and concerns. When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation.
Jeffrey Klotz has been recognized as an industry leader
- Barron's Top 1,200 Financial Advisors, 2019