We, at Soteria Wealth Management, highly respect the immense level of success you have achieved and understand your desire to safeguard it. That is exactly why we offer seasoned investment insights to help you grow and preserve your wealth.
As Private Wealth Advisors, we will connect you to the advice and opportunities you need. We‘ll address your most important goals and handle the many intricate details of your financial life with uncompromising service and commitment. Our deep knowledge of private and institutional wealth management, coupled with our strong focus on multigenerational planning, can be a true source of confidence. Our goal is to help give you the freedom to focus on the other priorities in your life.
Plan for the goals
We begin our relationship getting to know each other. We‘ll discuss your personal and professional goals, your family and your wishes for the multiple generations of your legacy. Because life is not stagnant, your financial plan will evolve with you over time.
We look beyond the traditional asset allocation and often utilize alternative investments designed to lower volatility, mitigate taxes, and strive to ensure your portfolio is generating appropriate returns that meet your needs and comfort level.
Access all of UBS Private Wealth Management
As members of the firm's exclusive Private Wealth Management division, we have immediate access to deep global resources across the firm. From thought leaders in world markets to our specialists in Advanced Planning, Family and Philanthropy Advisory Services and investment banking, these extensive resources complement the advice our team provides.
Michael James and Joseph Vogler have been recognized as industry leaders.
- On Wall Street Top 40 Advisors Under 40, 2019
- Forbes Best-In-State Wealth Advisors (NJ), 2019
- UBS Top 35 Under 35, 2014, 2015, 2016
- UBS Top FAs Under 35, 2019
- Forbes America's Top Next-Generation Wealth Advisor, 2017, 2018