$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Focus
With a global focus and extensive experience, Alpha Legacy Wealth Management takes the time to understand the uniqueness of each family and provide professional investment and wealth planning.
Discipline
Using a disciplined approach built on a commitment to developing lasting relationships, we work closely with each generation to achieve your long-term goals and ease the challenges of major life milestones.
Consultative services
Our consultative services include specialized wealth planning that starts with portfolio management incorporating philanthropic and wealth transfer planning.
Holistic approach
This holistic approach enables our team to build strong, personal relationships by looking beyond your assets and integrating all aspects of your financial life.
We get to know you on both a financial and personal level. That is how we provide specific advice and comprehensive services to help you pursue your goals.
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.
For the past 30 years, Heather has been helping clients navigate the financial markets. She has worked with both institutional and individual investors focusing on asset allocation & investment solutions. For 15 years her clients were international financial institutions which afforded her the opportunity to develop a keen understanding and appreciation of international financial markets. Today, Heather and her team provide comprehensive wealth management consulting that encompasses financial planning, retirement income planning and investment consulting to name a few.
Heather is as dedicated to family and community as she is to her clients. Although she is a US citizen, she is a native of the lovely island of Barbados. She is the mother of one adult son and a "Big Sister" to a 14 year old girl from Big Brothers Big Sisters who she has been mentoring for 4 years. She's an avid gardener, passionate about golf and serves on the board of Big Brothers Big Sisters of Coastal & Northern NJ.
Whether you’re embarking on one of life’s most sacred unions, preparing for the birth of your child, coping with the loss of a loved one, or going through the hardship of a divorce - situations that shape our clients lives daily - experience with these profound life events provides a sense of a comfort when making financial decisions. As a partner and Senior Vice President within Alpha Legacy Wealth Management (ALWM), Gabe has worked tirelessly on delivering an approach with his clients that has built trust and relatability. His ability to connect with his clients through his own life’s experiences to help them navigate through their own has proven to be invaluable.
Entering the Financial Services industry amidst the financial crisis of 2008. From there, he drew on his background in client service, relationship management, and financial planning to help his client’s reach their financial goals.
Shortly before graduating from Monmouth University in 2008 with a B.S. in Finance, Gabe obtained his Series 7 and Series 63. These tools afforded Gabe the opportunity to join Merrill Lynch as a Registered Client Service Associate alongside Nancy Heiser, handling all of her client’s service and wealth management needs. A few short years later in 2013, he joined UBS Private Wealth Management as a Wealth Strategy Associate where he handled the financial planning needs of our Ultra High Net Worth clients.
In 2015, Gabe expanded his reach even further by taking over the Northern New Jersey Market as UBS’s Wealth Planning Analyst. In this role, he was able to obtain his Certified Financial Planner™ designation. Later on in 2017, Gabe would join Alice Anselmo and Heather Meade to create the AMC Wealth Consulting Group.
The culmination of all of these relationships resulted in the merger with Alpha Legacy Wealth Management in January 2019. Operating out of New York City and New Jersey, ALWM prides itself on its service model and the diversity it offers to its clients.
Whether you’re planning for retirement, saving for your children’s education, dealing with the loss of a family member or looking to make smarter investment choices, Stephen can provide personalized advice that fits your unique needs.
With years of experience and a deep understanding of the financial markets, Stephen can offer guidance on everything from budgeting and tax strategies to long-term wealth management. Together, he works with his clients to not only address their current needs but also position them for long-term success in navigating all that is planned and unplanned.
As a partner and Executive Director within Alpha Legacy Wealth Management (ALWM), Stephen brings his professional and personal experiences to the forefront of the relationships that he has with his clients. Stephen draws on his 15 years of experience of advising wealth management clients and coaching, consulting, and managing some of the largest financial advisory teams in the country.
Nancy has appeared on CNBC and has had articles in The Huffington Post, Lears and Elite magazine (China) and was on the cover of the American Philanthropy Magazine’s first issue in 2014. She has been quoted in a Fortune article and has been a speaker at many financial seminars.
In 2012, she created The Heiser Group’s financial series “Women Leaving a Legacy” and “The Legacy Speaker Series” held throughout the year. Nancy was a council member on the 100 Women in Hedge Funds Leadership Council at UBS and is an "Angel" member. Currently she is a council member on the "100 Women in Finance Leadership Council".
Nancy founded and chaired for six years the New York Chapter of Save the Children. She served as a board member for The Resource Foundation and is a supporter of Relief Riders International, riding from village to village in India to visit school children. When not working with clients, Nancy is a teacher for students covering Financial Literacy.
She earned her CIMA® designation ( Certified Investment Management Analyst®) in 1995 and received her master’s degree from the University of Southern California. In 2019 she earned her CEPA® designation ( Certified Exit Planning Advisor® ) continuing her focus on assisting business owners transition their business and personal life.
She has lived in several foreign countries and while in Japan was a blue ribbon winner in the Tokyo Horse Show. Currently, Nancy lives in Manhattan.
Licenses and services —Series 7 Securities Representative; Series 63 Uniform Securities Agent State Law; Series 65 Uniform Investment Advisor Law; Licensed life and health insurance agent; annuity sales, retirement plan consulting, CIMA® (Certified Investment Management Analyst®).
Tara joined UBS in 2014 in the UBS Wealth Advice Center as a Financial Advisor. In 2017, she moved into the role of Senior Wealth Strategy Associate with UBS Private Wealth Management.
Prior to joining UBS, Tara held the position at Merrill Lynch as a Financial Solutions Advisor. Tara graduated from The University of Scranton with a Bachelor of Science degree in Finance.
She holds the following financial industry certifications: FINRA Series 7, Series 66 and Chartered Retirement Plan Counselor designation.
Raichel Kerr recently joined the Alpha Legacy Wealth Management team as a Registered Client Service Associate. Raichel has eight years of experience in the financial services industry and prior to joining UBS she was a Senior Insurance Operations Specialist with National Securitas Corp. Raichel currently holds her series 7 license and is studying for the series 66 license. She is a graduate of Monmouth University with a Masters of Business Administration in Finance.
For the past 30 years, Heather has been helping clients navigate the financial markets. She has worked with both institutional and individual investors focusing on asset allocation & investment solutions. For 15 years her clients were international financial institutions which afforded her the opportunity to develop a keen understanding and appreciation of international financial markets. Today, Heather and her team provide comprehensive wealth management consulting that encompasses financial planning, retirement income planning and investment consulting to name a few.
Heather is as dedicated to family and community as she is to her clients. Although she is a US citizen, she is a native of the lovely island of Barbados. She is the mother of one adult son and a "Big Sister" to a 14 year old girl from Big Brothers Big Sisters who she has been mentoring for 4 years. She's an avid gardener, passionate about golf and serves on the board of Big Brothers Big Sisters of Coastal & Northern NJ.
Whether you’re embarking on one of life’s most sacred unions, preparing for the birth of your child, coping with the loss of a loved one, or going through the hardship of a divorce - situations that shape our clients lives daily - experience with these profound life events provides a sense of a comfort when making financial decisions. As a partner and Senior Vice President within Alpha Legacy Wealth Management (ALWM), Gabe has worked tirelessly on delivering an approach with his clients that has built trust and relatability. His ability to connect with his clients through his own life’s experiences to help them navigate through their own has proven to be invaluable.
Entering the Financial Services industry amidst the financial crisis of 2008. From there, he drew on his background in client service, relationship management, and financial planning to help his client’s reach their financial goals.
Shortly before graduating from Monmouth University in 2008 with a B.S. in Finance, Gabe obtained his Series 7 and Series 63. These tools afforded Gabe the opportunity to join Merrill Lynch as a Registered Client Service Associate alongside Nancy Heiser, handling all of her client’s service and wealth management needs. A few short years later in 2013, he joined UBS Private Wealth Management as a Wealth Strategy Associate where he handled the financial planning needs of our Ultra High Net Worth clients.
In 2015, Gabe expanded his reach even further by taking over the Northern New Jersey Market as UBS’s Wealth Planning Analyst. In this role, he was able to obtain his Certified Financial Planner™ designation. Later on in 2017, Gabe would join Alice Anselmo and Heather Meade to create the AMC Wealth Consulting Group.
The culmination of all of these relationships resulted in the merger with Alpha Legacy Wealth Management in January 2019. Operating out of New York City and New Jersey, ALWM prides itself on its service model and the diversity it offers to its clients.
Whether you’re planning for retirement, saving for your children’s education, dealing with the loss of a family member or looking to make smarter investment choices, Stephen can provide personalized advice that fits your unique needs.
With years of experience and a deep understanding of the financial markets, Stephen can offer guidance on everything from budgeting and tax strategies to long-term wealth management. Together, he works with his clients to not only address their current needs but also position them for long-term success in navigating all that is planned and unplanned.
As a partner and Executive Director within Alpha Legacy Wealth Management (ALWM), Stephen brings his professional and personal experiences to the forefront of the relationships that he has with his clients. Stephen draws on his 15 years of experience of advising wealth management clients and coaching, consulting, and managing some of the largest financial advisory teams in the country.
Nancy has appeared on CNBC and has had articles in The Huffington Post, Lears and Elite magazine (China) and was on the cover of the American Philanthropy Magazine’s first issue in 2014. She has been quoted in a Fortune article and has been a speaker at many financial seminars.
In 2012, she created The Heiser Group’s financial series “Women Leaving a Legacy” and “The Legacy Speaker Series” held throughout the year. Nancy was a council member on the 100 Women in Hedge Funds Leadership Council at UBS and is an "Angel" member. Currently she is a council member on the "100 Women in Finance Leadership Council".
Nancy founded and chaired for six years the New York Chapter of Save the Children. She served as a board member for The Resource Foundation and is a supporter of Relief Riders International, riding from village to village in India to visit school children. When not working with clients, Nancy is a teacher for students covering Financial Literacy.
She earned her CIMA® designation ( Certified Investment Management Analyst®) in 1995 and received her master’s degree from the University of Southern California. In 2019 she earned her CEPA® designation ( Certified Exit Planning Advisor® ) continuing her focus on assisting business owners transition their business and personal life.
She has lived in several foreign countries and while in Japan was a blue ribbon winner in the Tokyo Horse Show. Currently, Nancy lives in Manhattan.
Licenses and services —Series 7 Securities Representative; Series 63 Uniform Securities Agent State Law; Series 65 Uniform Investment Advisor Law; Licensed life and health insurance agent; annuity sales, retirement plan consulting, CIMA® (Certified Investment Management Analyst®).
Tara joined UBS in 2014 in the UBS Wealth Advice Center as a Financial Advisor. In 2017, she moved into the role of Senior Wealth Strategy Associate with UBS Private Wealth Management.
Prior to joining UBS, Tara held the position at Merrill Lynch as a Financial Solutions Advisor. Tara graduated from The University of Scranton with a Bachelor of Science degree in Finance.
She holds the following financial industry certifications: FINRA Series 7, Series 66 and Chartered Retirement Plan Counselor designation.
Raichel Kerr recently joined the Alpha Legacy Wealth Management team as a Registered Client Service Associate. Raichel has eight years of experience in the financial services industry and prior to joining UBS she was a Senior Insurance Operations Specialist with National Securitas Corp. Raichel currently holds her series 7 license and is studying for the series 66 license. She is a graduate of Monmouth University with a Masters of Business Administration in Finance.
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.
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.
Talking about future financial responsibility can be an emotional and challenging topic for families. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
We help empower employees at all ages and income levels to build healthy financial habits and improve their relationship with their money, so they can take more control of their financial future. Our dedicated team of financial professionals provide guidance to help employees through the complexities of their finances, so everyone feels more engaged, productive and rewarded at work.
Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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