$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Nathan Berkoff has been working with PwC partners for over 20 years. Our team now includes three Certified Financial Planners™ and applies a customized approach driven by your needs at every stage of your life.
We offer you a personalized plan for savings and investment, and include professional management and advice on a reduced fee structure.
Independence - Understood
Our team works with dozens of PwC partners and has experience navigating the additional hurdles involved in your compliance obligations. As a busy PwC partner you need a knowledgeable, efficient ally when making important decisions about your overall financial circumstances, including your PwC wealth accumulation and retirement plans. We understand that the complexities of your benefit package creates unique challenges, like the recent restructuring of the pension plan with higher share value, that increased your responsibility to save on your own.
UBS participates in the Broker Simplification Program (BSP) and we access the PwC compliance systems (Checkpoint) to coordinate your investments and personal financial needs. From mortgages to life insurance to college saving and trust and estate planning – we have you covered with independence permissible solutions.
Building long-lasting relationships
Our comprehensive financial planning approach is built on a deep understanding of your specific short-term desires and long-term goals. We work closely with you to discover your priorities and design a plan to help you achieve your goals.
We are committed to building long-lasting relationships, monitoring and adjusting your plan to make sure your strategy is continually optimized. This helps ensure we keep pace with fluctuating markets, changing tax laws and your evolving family needs.
Let's discuss how we can combine decades of PwC partner experience, and the resources of one of the world’s largest wealth manager, together for your benefit.
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Associate Director
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Associate Director
Financial Advisor
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. © UBS 2023. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC. UBS Financial Advisors are Registered Representatives of UBS Financial Services Inc.
For your financial well-being
Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.
We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
