Experience

Wealth is never really about the money. It's about the people behind it. The family that wants to educate their children, care for aging parents, and still retire with confidence. The professional who spent a career building something and wants it to outlast them.

This is why Nathan got into the business, and it is still what drives him every day, helping people protect what matters most.

Nathan, as a founding member of the Berkoff Plitt Group, delivers a boutique experience built around a single idea, that clients should be treated like family. A family person himself, Nathan brings that same care and responsibility to every relationship. He understands that when clients trust him with their financial lives, they are really trusting him with their families' futures, and he takes that personally.

With more than two decades of experience, Nathan and his team focuses on comprehensive wealth management for professionals, entrepreneurs, and families, with deep knowledge in serving partners and employees of the Big 4 accounting firms. As a CERTIFIED FINANCIAL PLANNER®, Nathan holds himself to the highest fiduciary standard, building personalized plans designed to grow and protect wealth across generations.

Outside the office, Nathan lives in Florida and is deeply committed to his family and community. He serves as Chairman of the Board of Bernie's Services, which provides free Jewish High Holy Day services to those in need, and on the boards of the Boca Raton Police Foundation and the Boys and Girls Clubs of Broward County.

In his free time, Nathan enjoys spending time with his amazing daughter and creating memories with family and friends.

Nathan and his team would love to meet you. Call 212-333-8866 or email nathan.berkoff@ubs.com.

Alon has been delivering custom solutions to individuals and institutions for over 30 years. He prides himself on building deep and long-standing relationships based upon competence and trust.  Alon assists his clients with all facets of financial planning, including investments, retirement plans, insurance, and estate planning strategies. 

Alon takes particular satisfaction in analyzing clients' big-picture situations and formulating individually-tailored strategies to meet their goals.  He often functions as his clients' 'personal CFO,' collaborating with their accountants and attorneys to work towards achieving favorable results.  Alon advises clients ranging from individuals to educational institutions, charitable organizations and foundations, and complex family businesses.

Alon is a New York native residing in Briarcliff Manor with his wife Julie and three children.