Access and opportunity for pursuing what matters Private Wealth Management

At Small Simonetti Partners, we provide our clients with more than investment solutions and strategies. While our personal and institutional wealth management and planning experience has helped ultra-successful families and organizations structure and simplify their complex finances, our advice is much more far-reaching. Our seasoned Private Wealth team is dedicated to understanding you and your many priorities, to educating you about your choices and with the exceptional service you deserve, to helping you pursue what truly matters.

Are you making the right choices for your family? Your company? The future? We help ensure that the wealth you’ve created best serves you and those you care about most—today and for generations to come. Whether it’s helping you transition your business, establish your legacy or evolve your life after divorce, we believe a relationship with our team can empower you to make confident decisions today, year after year.

Small Simonetti Partners


phone

215-496-2019



phone

855-222-6807





address

1735 Market Street
35th Floor
Philadelphia, PA 19103




Katerina Simonetti has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors PA, 2018, 2019, 2020
  • Working Mother Magazine Top Wealth Adviser Moms, 2017, 2018, 2019

Our relationship. All of UBS Private Wealth Management.

Within our firm’s Private Wealth Management division, our team has access to the full depth and breadth of UBS platforms, global expertise and thought leadership to truly advocate for you and your family. From multigenerational estate planning strategies to access to lending services, we’ll provide clear direction along with new opportunities to help you meet your most important planning and investment goals.

Advanced planning simplifies complexity
Together with our estate and trust specialists as well your tax and legal advisors, we’ll provide an analysis that includes a complete balance sheet review, current estate assessment, hypothetical estate tax calculations and suggested wealth transfer strategies. Our conversations will focus on:

  • Inheritance planning
  • Asset titling and ownership
  • Estate tax liabilities management
  • Lifetime gifting strategies
  • Asset replacement solutions such as life insurance
  • Trust management

Global research provides perspective
We offer informed credit equity, economic and strategy research on companies, sectors, markets and macroeconomic trends. This research as well as UBS Investment Bank Research helps us develop the appropriate strategic and tactical asset allocations for your portfolio.


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Assess. Plan. Move forward.

Our relationships begin with planning. Using our Strategic Wealth Assessment, we work closely with you, our Advanced Planning team and your other professional advisors to clarify your goals, identify any potential issues or gaps and provide a comfortable framework to help you pursue them. Wherever you are in life, whatever your questions, concerns or challenges, you can count on us to be patient listeners and disciplined wealth managers who can guide you and your family forward with confidence.

Liquidity. Longevity. Legacy.
Our process starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.


Liquidity

To help maintain your lifestyle
This strategy helps you manage cash flow for near-term expenses. It can give you the confidence to fund short-term needs regardless of the markets, and helps reduce the likelihood of making impulsive investment decisions during periods of market volatility.

  • Entertainment and travel
  • Taxes
  • Purchasing a home
Longevity

To help improve your lifestyle
This strategy includes the resources you’ll need over the course of your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than trying to outperform the markets.

  • Retirement
  • Healthcare and long-term care expenses
  • Second home
Legacy

To help improve the lives of others
This strategy includes the resources you’ll need over the course of your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than trying to outperform the markets.

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

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Liquidity. Longevity. Legacy.
A purpose-driven approach to wealth management


Philanthropy connects us and each generation


Working with the Family and Philanthropy advisory team of specialists, we take a thoughtful approach to wealth transfer, family governance and philanthropic strategies. We’ll facilitate meetings to develop a family vision for what you would like to accomplish. Staying actively involved in providing education, communication and events, we help prepare the next generation for carrying on your philanthropic legacy.

Our commitment to giving back

So many causes are meaningful to us and in need of our support, our team has made it a personal priority to give back:

  • Katerina passionately leads a number of educational initiatives for mentoring and teaching women and children, including the Ladies Financial Education Group, the Women’s Professional Networking Group and the Young Investors Group, an investment club for her youngest clients, ages 8 to 18.
  • A proud military wife, Katrina is the founder and chair of the UBS Military Families Support initiative.
  • Finally, she and her family enjoy volunteering at the Carversville Farm Foundation, a fully operational organic farm that donates 100% of its produce to various food pantries in the Philadelphia area.
  • Trammel volunteers as a mentor to veterans seeking career coaching and professional development
  • Carolyn is a member of the Young Professionals Advisory Board for Bethesda Project, a nonprofit that aids the homeless population in Philadelphia.

The UBS Optimus Foundation
Because many of our clients choose to use their wealth as a catalyst for positive change, we are proud to introduce them to the UBS Optimus Foundation, a uniquely structured global network of charitable foundations that focuses on the priority needs of children. The Foundation makes strategic investments in health, education and child protection—and the most promising approaches to address them.



Katerina Simonetti in the media



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