Experience

Makes all the difference

Our mission is to provide comprehensive financial planning to those who want to achieve something bigger than themselves and find wealth management solutions with honest advice, collaboration, and trust. The foundation of this process is rooted in an in depth discovery conversation whereby we ask the tough questions so we may fully understand your goals and objectives, as well as address any questions you may have for us.

Engaging in this conversation provides the opportunity for us to get to know each other on a deeper level, which helps us deliver advice and guidance that is tailored to your unique circumstances. Following our discovery conversation, we compose a personalized financial plan which analyzes your goals and serves as the roadmap to guide us on the path to best meet them. As life changes, we are here to make sure you stay on that path.

Though the primary financial objectives we address are for pre-retirees to accumulate sufficient assets to retire as well as aid retirees in sustaining their retirement lifestyle through comprehensive portfolio management, the scope of our expertise encompasses a multitude of life events.

We have helped our clients financially and emotionally prepare for landmark events such as the sale of their business, sending their children to college, transferring wealth to younger generations, and fulfilling their philanthropic wishes. Our team strives to consistently innovate our practice and integrate the cutting edge resources and research available to us by UBS.

Jeffrey Alecci

Managing Director–Wealth Management

Financial Advisor

With 30 years of industry tenure, Jeffrey Alecci is the backbone of The Alecci Wealth Management Group. His vision through several critical market cycles has enabled him not only to build and maintain clients, but more importantly to earn client trust. Jeff has his series 7, 63, 65, 31 along with his Life and Health Insurance licenses. Jeff is a Managing Director at the UBS flagship office in Paramus, NJ.

He resides in Wyckoff, NJ with his beautiful wife Cynthia and five children Michael, Manny, Zachary, Andrew and Alec. In his spare time, Jeff enjoys golf, sharing fine wines, and supporting his alma mater University of Delaware.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • VA
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Delaware

Credentials

  • Portfolio Manager
61 South Paramus Road
4th Floor
Paramus, NJ 07652

Email Me

jeffrey.alecci@ubs.com
Jeffrey Alecci
61 South Paramus Road,Paramus,NJ,07652

Rosalie Alvarado

Client Associate

61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

Email Me

rosalie.alvarado@ubs.com
Rosalie Alvarado
61 South Paramus Road,Paramus,NJ,07652

Tunde Nagy

Authorized Officer

Client Associate

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

Email Me

tunde.nagy@ubs.com
Tunde Nagy
61 South Paramus Road,Paramus,NJ,07652