Posluszny Wealth Management is a boutique multigenerational practice with a team that comprises seasoned veterans of the financial services industry. We work with families, business owners/entrepreneurs and corporate executives, providing them with comprehensive wealth management solutions. We proudly serve many of our earliest relationships and their extended families.
We serve as your concierge by managing your finances, being present at the critical events of your life – such as building a business, starting a family, planning for college and preparing for retirement. We're passionate about providing investor solutions that include financial planning and investment management so our clients enjoy comfort and assurance in their ability to accomplish their goals and aspirations.
Our discussions help us gain a deeper knowledge and understanding of your unique situation. This enables us to provide you with advice and guidance to help you create a game plan, review your options and implement your plan, so that you can embrace your future with confidence.
We aim to distinguish ourselves by taking the time to educate our clients throughout the financial planning process and delivering a high level of personal service. We earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.
Steven S. Posluszny
Steve is a 34 year veteran of the financial services industry. He has been guiding clients' wealth through multiple market cycles. Steve joined UBS Financial Services in 1993 and is partnered with his son Douglas, a 20 year veteran in the industry. Steve's main responsibility for The Posluszny Wealth Management Group is managing the Portfolio Management Program (PMP) with a particular focus on the strategy of covered call writing. In addition, Steve specializes in recommending individual stocks, unit investment trusts, PACE Multi mutual funds, and fixed income investments such as municipal bonds, preferred stocks, and other taxable fixed income investments. As a UBS Wealth Advisor, Steve is equipped to provide personalized and holistic wealth management services to his clients.
Steve resides in New Milford, NJ with Rose, his wife of 43 years. They have 5 children and 6 grandchildren together. In his personal time Steve enjoys spending time with family and freshwater fly fishing.
• 34 years of experience in the Financial Services Industry
• Series 3, 5, 7, 15, 63, 65
• Life and Health Insurance licenses
• Senior Portfolio Manager, Portfolio Management Program
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MN, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, WA
Douglas P. Posluszny
Doug joined his father and grandfather at UBS Financial Services in 1998. As a third generation advisor, he has assisted the team in expanding their capabilities beyond solely traditional investment management. Doug works with his clients in developing personalized wealth management plans in areas of risk management, retirement income planning, trust / estate / philanthropic strategies, lending, and insurance / long-term care planning. As a UBS Wealth Advisor, Doug is equipped to provide personalized and holistic wealth management services to his clients.
Doug and his wife Michelle live in Oradell, NJ with their three children. In his free time, he enjoys fly-fishing, kayaking, cycling & working to raise Lyme disease awareness through various non-profit organizations in the community.
• 20 years of experience in the Financial Services Industry
• Series 7, 31, 66
• Life and Health Insurance licenses
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, WA
Lisa Marie Gallagher
Lisa Marie joined UBS Financial Services as a Client Service Associate in 2008. Lisa-Marie's responsibilities for Posluszny Wealth Management include all operational, administrative and relationship management areas of the practice. She is dedicated to building strong long-term relationships with our clients and their families. Her unwaivering commitment to customer service has proved invaluable in assisting the team's clients on a daily basis.
Prior to starting her career in financial services, Lisa Marie worked as a customer service specialist with British Airways. Lisa Marie is currently a resident of Bergen County, where she resides with her husband and their son. In her spare time, she enjoys cooking, reading, traveling and spending time with friends and family.
• 10 years of experience in the Financial Services Industry
Maxim Olegovich Shubin
Maxim O. Shubin joined UBS Financial Services as a Registered Client Service Associate in 2018. Maxim's responsibilities for Posluszny Wealth Management include all service, operational, and administrative areas of the practice. He works to understand the unique needs of each client and then implements a plan to meet those needs. He is devoted to building long-term relationships with clients and his associates.
Maxim earned a Bachelor of Science in Finance from Binghamton University's School of Management. Maxim currently resides in Lafayette, NJ. Outside of work, he enjoys spending time with his family and friends, playing billiards, listening to music and staying active.
- Series 7, 66
- Life and Health Insurance Licenses