Life, wealth and the journey forward Private Wealth Management
At Witover Tacher Private Wealth Partners, we are an experienced, multigenerational team that focuses on every aspect of our relationship with you—well beyond your investment needs. We strive to take a central role in your life, to connect with generations of your family and to accompany you throughout your journey. Because our strengths rest on the depth of our wealth management insight, our trading experience, our many years of nurturing all aspects of our clients financial and personal lives, as well as our detailed approach to addressing your balance sheet, our advice will integrate all the critical components that can impact your long-term financial well-being. Most importantly, given our broad access to resources within UBS Private Wealth Management, we thoroughly assess your goals and review the solutions available before recommending them to you.
Today, our team is embracing both a dynamic market environment, as well as the diversity of our clients and their needs—across generations, gender and professions. To us, it is even more critical than ever that we offer you a range of talent, perspectives and capabilities. We are communicators and collaborators who are committed to your best interests and your personal journey, whether it is building a company or a legacy, transitioning from a career or a life event. But we are also strong and decisive individuals who bring our own independent ideas and seasoned perspectives to the table. You can trust our advice will reflect the priorities and the future you envision for your family as we help you move forward.
Witover Tacher Private Wealth Partners
212-821-7224
855-216-8766
Private Wealth Management
299 Park Avenue
26th Floor
New York, NY 10171
Our office locations in Manhattan and on Long Island
Manhattan
UBS Financial Services Inc.
1285 Avenue of the Americas
38th Floor
New York, NY 10019
212-821-7224
Long Island
UBS Financial Services Inc.
One Jericho Plaza
Suite 205
Jericho, NY 11753
516-745-8980
Independent thinking shapes our advice
Pursuing what’s right for you
Asking the critical questions and finding definitive answers is what our team does best. That’s how we gain a thorough understanding of your entire financial picture—both sides of your balance sheet. In return, we are better positioned to deliver objective, informed and complete advice always customized to your goals.
Our global scope. Our personal commitment.
Accessing all of UBS Private Wealth Management, focused on you
Guided by your needs and objectives we leverage all that UBS Private Wealth Management offers, including extensive planning capabilities, thought leadership and portfolio strategy. In addition, we deliver an entire suite of Family Office services to find the most effective solutions for you.
Invested in the lives of our clients
Relationships built to last
Our clients choose us for many reasons, from our deep industry roots to our investment insight to the opportunities we can offer as Private Wealth Advisors. But we believe that it’s our focus on service that our clients and their families value most.
Industry leadership
Ken Witover
- Barron’s Top 50 Private Wealth Management Teams, 2019
- Barron’s Top 1,200 Financial Advisors, 2014 – 2019
- Forbes Best-In-State Wealth Advisors, New York, 2018 – 2020
- Financial Times 400 Top Financial Advisers, 2015, 2020
- Barron’s Top 1,000 Financial Advisors, 2011 – 2013
Adam Rosenthal
- Barron’s Top 50 Private Wealth Management Teams, 2019
- Barron’s Top 1,200 Financial Advisors, 2014 – 2019
- Forbes Best-In-State Wealth Advisors, New York, 2018 – 2020
- Financial Times 400 Top Financial Advisers, 2015, 2020
- Barron’s Top 1,000 Financial Advisors, 2011 – 2013
Our perspectives
Insights