$5+ trillion
In invested assets globally
As of 11/07/2023
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
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.
At Bergen County Wealth Management, our mission is to ensure that you and your family are best positioned to achieve your goals using the resources of our premier global world class firm, while delivering the personalized touch of a family office. Our team manages $1 billion in assets from our office in Paramus, New Jersey. Each and every family receives white glove service from the partners of the group.
Our team of seasoned Financial Advisors, Senior Portfolio Managers and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan to make sure that all of your assets are working toward helping you achieve what matters most. We are well-positioned with advice and solutions that look beyond investing. Our priority is helping you meet all of your financial goals.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.