At the Einstein Group, we care. We care about all of your needs, wants, and wishes. With over 60 years of combined experience, our team strives to ensure you meet the current goals of your family and the aspirations of generations to come. By leveraging UBS's global resources we will help to build, preserve, and transfer your wealth through a process of careful planning, tax efficient investing and diligent risk management. It is our holistic approach and high touch service model that drives what we believe to be an unparalleled wealth management experience.
William Einstein has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013
- Financial Times Top 400 Advisors, 2013, 2014