To help make a difference in the lives of our clients, we have to understand more than their balance sheets. We always start by asking: What's most important to you and your family? And why?
We help our clients navigate the changes that shape our global economy. Whether helping to advise some of the top CEOs in the country, engage tech-savvy entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.
Our aim is to deliver the best to you every day in order to help guide you—and keep you—on the right track in meeting your goals.
Our office locations
61 S Paramus Road
Paramus, NJ 07652
299 Park Avenue
New York, NY 10171
Daniel Schwartz has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019
- Barron's Top 1,200 Financial Advisors, 2009, 2010, 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Financial Times Top 400 Financial Advisers, 2012, 2014, 2016, 2017, 2018, 2019
Family Office Consultants
Dan Schwartz is among a select group of Private Wealth Advisors (PWAs) who have earned the Family Office Consultant (FOC) business designation. They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges their clients face, FOCs align specific needs to the full suite of UBS capabilities .
“Inspired by the example my father set of passion and drive, I have built this practice by always putting our clients and their families first. What we believe sets us apart is our compassionate understanding of each generation's unique needs.”
— Dan Schwartz