Tailored wealth advice

Professional guidance that helps inspire confidence

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three generations in front yard

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.

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    Angus Miller

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • PR
    • TX
    • WY

    Angus has over 24 years of financial services experience as a Wealth Advisor.  Angus and his partners deliver sophisticated wealth management strategies to Senior Corporate Executives, Entrepreneurs and Non Profit organizations on a global basis. Angus’ responsibilities include personalized financial planning, customizing portfolio strategies, liability management, concentrated stock diversification and hedging solutions, and consulting and advising on philanthropic strategies for Endowments and Foundations.

    • Endowment and Foundation Institutional Consultant

    • Senior Portfolio Manager, (Portfolio Management Program)

    • Certified Investment Management Analyst (CIMA®)

    • Holds Series 7, 31 63 and 65 securities licenses and Life Insurance license 

        • Wealth Advisor
        • Certified Investment Management Analyst®
        • Endowment & Foundation Consultant
        Philanthropy
        Exit planning
        Custom portfolios
        Lending services
        Business owners
        Entrepreneurs
        Professionals
        Corporate executives
        184 Liberty Corner Road
        Suite 101
        Warren, NJ 07059
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        Peter Berzins

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • PA
        • RI
        • SC
        • TX
        • VA
        • WI

        Peter has over 25 years of experience in the financial services industry with a focus in the Municipal Bond and Fixed Income markets. Throughout his career he has worked together with larger institutional accounts as well as families and individuals requiring personal attention to construct customized portfolios. Peter believes today's fixed income markets require more research and understanding than ever and works diligently to try to uncover special situations to add yield and value to clients' portfolios. His process establishes a clear understanding of each client's unique needs and objectives enabling him to build individually specific portfolios matching suitability, income needs, time horizon and risk tolerance. His clients entrust him to guard their assets and preserve their wealth while aiming to achieve the highest after-tax returns.

        Peter earned his bachelor's degree in Economics from Temple University with a minor in German. He holds both a General Securities Representative (Series 7) and Municipal Principal (Series 53) with FINRA and Uniform Securities State Law (Series 63) and NASAA Investment Advisors Law (Series 65) registrations with NASAA. Peter is a member of the New Jersey and New York Municipal Bond Clubs. 

          • Temple University, Economics
            184 Liberty Corner Road
            Suite 101
            Warren, NJ 07059
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            Lissette Aviles-Colon

            Client Associate

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            • NJ

            Lissette is responsible for managing all administrative aspects of our client's relationship. She has over 27 years' experience in the Financial Services field, previously at Citibank in a senior role in their Middle Office Operations. 

                  184 Liberty Corner Road
                  Suite 101
                  Warren, NJ 07059
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                  Lucy Webber-Berzins

                  Client Associate

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                          184 Liberty Corner Road
                          Suite 101
                          Warren, NJ 07059

                        Connecting you to the deep resources of UBS

                        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                        The unique needs of athletes and entertainers

                        The unique needs of athletes and entertainers

                        The rising generation in a new world

                        The rising generation in a new world

                        Business transition and succession planning

                        Business transition and succession planning

                        What's your vision?

                        We can help you bring your vision to life.

                        Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        Global leader

                        UBS is a world-leading wealth manager

                        #1

                        For Ultra-High Net Worth clients

                        Euromoney Private Banking and Wealth Management Survey, 2016-2022

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