You have questions about making the best decisions regarding your future. You expect clear answers and solid guidance from your advisor.
With five decades of experience and a deep background in global wealth management, investment research and estate planning, our integrated team offers a highly personalized approach to achieving your goals. We promote open and regular contact with each generation of your family so we can provide the collaborative guidance you seek.
Working together, we’ll help you plan for success by answering essential questions like these:
- How will you help me make the right decisions regarding my wealth?
- How will you help me grow and protect my money?
- How will we work together to achieve my goals?
“Our comprehensive approach to wealth management looks at your entire financial life, from investment planning to retirement goals to estate planning. If it matters to you, it matters to us.”
— Myles Wittenstein
Start with a plan
How will you help me make the right decisions regarding my wealth?
As you face some of life’s most important questions, our team can work closely with you to develop a comprehensive plan that empowers informed financial decisions. Our goals-based approach to wealth planning can help you see the connections between all aspects of your financial world—whether that’s helping you manage your financial assets, maximize the value of a business or create lasting family wealth.
Our planning process starts with listening. Through a series of meaningful conversations, we can help you establish a financial plan that prioritizes your goals, determines proper asset allocation, manages risk, considers insurance solutions and assesses estate and charitable planning objectives. As we build your plan, we communicate regularly and track your portfolio’s performance, making adjustments for life changes and economic conditions.
Rather than a “one-size-fits-all” approach, we plan according to your cash flow needs and the specificity of your long-term goals. We help you plan for your liquidity needs so you have cash for near-term spending. Longevity planning helps ensure you have asset growth and appropriate risk hedging to meet lifetime goals. We consider your legacy goals so we can help direct assets to be passed on to future generations.
With a specialty in retirement planning, our team can work with you to help protect your lifestyle and livelihood in retirement. We will help you include appropriate 401(k) and IRA solutions into a comprehensive retirement plan. We’ll work with you to understand such influences as risk and investment time horizon, evaluate your current asset allocation and help you maximize your Social Security benefits.
When planning your estate or building your legacy, our team can work with you and your tax and legal advisors to help develop tax- advantaged solutions so that the people and causes that are important to you receive the greatest benefit. We can help with protecting your assets or business ownership, reducing estate tax exposure, transitioning wealth to future generations or pursuing philanthropic endeavors.
“In today’s uncertain economy, we must be proactive and protective. Our clients rely on us for our knowledge, responsiveness and customized investment solutions to help them reach their goals.”
— John Adelman
A strategic approach
How will you help me grow and protect my money?
When it comes to managing your wealth, we focus on due diligence, diversification and risk management as the foundation of our investment approach. Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.
Our team’s combined experience, from research and investment banking to family office and institutional settings, enables us to build custom portfolios that comprise a range of offerings from highly diversified to more targeted opportunities.
We are highly focused on risk mitigation and our intensive due diligence helps us identify the appropriate solutions based on your specific objectives. In today’s dynamic economy, periodic reevaluation of all strategies is also a critical part of the process.
We draw upon the heritage of UBS AG, one of the world’s leading wealth management firms. We offer our clients the latest in market research and financial insights. This dynamic worldwide presence provides us with access and opportunities to help you work toward your financial goals.
We offer access to an open platform of financial solutions both within and outside of UBS. This open architecture, along with a disciplined process, ensures we develop customized strategies based on highly focused analysis. With a focus on protective solutions, our team provides a variety of strategies appropriate to your risk profile. Our team then works with you to determine an asset allocation strategy appropriate for your goals and comfort with risk.
“We want to gain a deep understanding of you and your family. Our wealth management approach is dedicated to creating a strong working relationship and helping you get the guidance and knowledge you need to accomplish your goals.”
— Paul Lewis
A focus on you
How will we work together to achieve my goals?
Exceptional service is essential to a successful relationship. Because we serve a select clientele and always put your best interests first, we are able to offer integrated wealth management services focused entirely on you and your goals. We understand each client relationship is unique and know the right questions to ask. That’s how we match your priorities and coordinate a customized approach to your specific needs.
We look at your family’s entire life, beyond your investment needs. Today, long-lasting relationships require the comprehensive services and resources of a firm with wealth management at its core. We gain a deep understanding of your family values, wealth dynamics and multigenerational challenges so we can provide seamless integration across your entire financial world.
Our entire team is highly accessible, offering consistent communication, ongoing reviews and a rigorous dedication to service. We make every effort to respond to inquiries quickly, and our “sundown policy” ensures you’ll get a call back by the end of the day. Our flexible communication plan is tailored to your needs and schedule. Count on us for prompt attention, regular communication and relevant insights and information.
Serving as the “quarterback” of your advisory team, we will work closely with your accountants, attorneys and trusted advisors as well as our network of financial experts within and outside of UBS. That’s how we incorporate all perspectives into one integrated approach.
When it comes to the connections between wealth and family, what’s important to you is important to us. We offer guidance in making wise estate and philanthropic decisions and developing an actionable plan that includes wealth transfer solutions and guidance for helping children and heirs understand the value of their assets.
John Adelman and Paul Lewis have been recognized as industry leaders
- John Adelman, Barron's Top 1,200 Financial Advisors, 2019
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021