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.

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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
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • PR
    • TX
    • VA
    • 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
        angus.miller@ubs.com
        Angus Miller
        184 Liberty Corner Road,Warren,NJ,07059
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        Peter Berzins

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • PA
        • 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
            peter.berzins@ubs.com
            Peter Berzins
            184 Liberty Corner Road,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
                  lissette.aviles-colon@ubs.com
                  Lissette Aviles-Colon
                  184 Liberty Corner Road,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
                          lucy.webber@ubs.com
                          Lucy Webber-Berzins
                          184 Liberty Corner Road,Warren,NJ,07059
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                          Max Roy

                          Client Associate

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                          • NJ

                                184 Liberty Corner Road
                                Suite 101
                                Warren, NJ 07059
                                max.roy@ubs.com
                                Max Roy
                                184 Liberty Corner Road,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.

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                              The unique needs of athletes and entertainers

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                              Wealth transfer across generations

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                              From success to succession

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                              Making sense of significant wealth

                              We can help you plan for it.

                              When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                              We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              $5.9+ trn

                              UBS Group invested assets
                              As of 06/30/2024

                              Global leader

                              UBS is a leading and truly global wealth manager

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