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For some of life's questions, you're not alone. Together we can find an answer.

As experienced financial professionals, our team has collectively navigated just about every important stage of life you may face. We have seen our clients buy hundreds of dream homes. We've been by their sides as they nervously sent kids off to college. Listened and advised as they faced decisions and celebrated untold milestones. We've helped clients when they start, grow and sell businesses. And we've been there as they planned and launched their retirement.

From joyful beginnings to satisfying conclusions, we understand your personal journey and we are here to provide you with smart, compassionate advice every step of the way.

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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.

Mark Sudol

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- MD
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
My financial services career started in 1986 at E.F.Hutton. A year later, after experiencing the ‘87 crash, I realized the importance of creating portfolios that can guard against the unforeseen. I was with Dean Witter/Morgan Stanley for 18 years before transferring to UBS in 2007. I received my bachelor’s degree from Marist College (New York) and my Certified Financial Planner™ designation through the Denver College of Financial Planning.

Prior to my financial services career, I was a basketball and baseball player and coach. I embraced the lessons of drive, discipline and determination to perform at various levels. I also learned the importance of having a plan to accomplish one’s goals. I was diagnosed with non-Hodgkin’s Lymphoma in 2003, underwent an aggressive treatment and have been cancer-free for over a decade. I thank those same teachings that I learned in sports for helping me to overcome that challenge. My wife and I reside in Ridgewood and have a teenage daughter who has engaged in an acting career and a son who is a varsity hockey player. I love to play a little golf whenever I can and relish my time at the lake.
- Forbes Best-in-State Wealth Advisors, 2024, 2025The 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.
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

mark.sudol@ubs.com

Mark Sudol

61 South Paramus Road,Paramus,NJ,07652
Margarita Gutman

Senior Client Associate
View bio
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

margarita.gutman@ubs.com

Margarita Gutman

61 South Paramus Road,Paramus,NJ,07652

Mark Sudol

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- MD
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
My financial services career started in 1986 at E.F.Hutton. A year later, after experiencing the ‘87 crash, I realized the importance of creating portfolios that can guard against the unforeseen. I was with Dean Witter/Morgan Stanley for 18 years before transferring to UBS in 2007. I received my bachelor’s degree from Marist College (New York) and my Certified Financial Planner™ designation through the Denver College of Financial Planning.

Prior to my financial services career, I was a basketball and baseball player and coach. I embraced the lessons of drive, discipline and determination to perform at various levels. I also learned the importance of having a plan to accomplish one’s goals. I was diagnosed with non-Hodgkin’s Lymphoma in 2003, underwent an aggressive treatment and have been cancer-free for over a decade. I thank those same teachings that I learned in sports for helping me to overcome that challenge. My wife and I reside in Ridgewood and have a teenage daughter who has engaged in an acting career and a son who is a varsity hockey player. I love to play a little golf whenever I can and relish my time at the lake.
- Forbes Best-in-State Wealth Advisors, 2024, 2025The 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.
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

mark.sudol@ubs.com

Mark Sudol

61 South Paramus Road,Paramus,NJ,07652
Margarita Gutman

Senior Client Associate
View bio
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

margarita.gutman@ubs.com

Margarita Gutman

61 South Paramus Road,Paramus,NJ,07652

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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Wealth transfer across generations

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Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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