A plan for today, tomorrow and generations to come

Mother Daughter meeting

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Plans

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Alan

    Alan Reisfield

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WI
    • WY

    Alan leads the team's vision through his emphasize on asset allocation and total portfolio management with a focus on retirement income planning. He also helps with education funding, structures for charitable giving and estate planning. During his more than 20 year tenure in the industry the market has weathered several recessions, countless rallies and more than one market correction.  This continual cycle requires a disciplined approach to risk management. Alan utilizes professional money management along with individual laddered bond portfolios to try to accomplish diversification and protection.

    Alan received his Bachelor of Business Administration (B.B.A.) in Accounting from Clarion University of Pennsylvania and went on to obtain the CPA. Alan is a Certified Financial Planner (CFP ®), Financial Planning Specialist and earned his Certified Investment Management Analyst (CIMA ®) designation from The Wharton School of Business. Alan and his wife Amy live in Ramsey, NJ with their two boys, Adam and Andrew.  Alan enjoys spending time with his family, coaching baseball and golfing.

      • Clarion University, B.B.A. Accounting
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Wealth Advisor
      500 Campus Drive
      Florham Park, NJ 07932
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      Joseph Guido

      Investment Associate

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      • CT
      • FL
      • MD
      • NJ
      • NY

      Joe is an Investment Associate with 28 years of experience in financial services.  Joe concentrates on Life Insurance, Long Term Care and annuities.  Joe is a frequent lecturer on retirement planning at various adult education centers for both individual and corporate participants. Joe holds the Series 7, 63 65, Health, Life and Variable Annuity.

      Joe is married to Jodi and lives in Hampton, NJ.  Joe has 4 children: Christopher, Danielle, Jakob and Jada.  Joe enjoys spending time with his family, maintaining his 125 gallon salt water fish tank and fishing.

            500 Campus Drive
            Florham Park, NJ 07932
          • anita

            Anita Filipovits

            Senior Client Associate

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              Anita has been in the Financial Services Industry for nearly thirty years.  She came to UBS in 2012.  Prior to joining UBS, Anita worked a Morgan Stanley for 24 years.  While at Morgan Stanley, she held numerous positions there.  Anita is a graduate of Berkeley College and holds a Bachelor's Degree.  Anita lives in Wayne, NJ with her husband and two sons.

                • Berkeley College
                  500 Campus Drive
                  Florham Park, NJ 07932

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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