$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.