Nathan Berkoff and Alon Plitt have been delivering custom solutions to individuals and institutions for over 20 years. Now as a team we can guide clients more efficiently towards their goals.
The Berkoff Plitt Group is uniquely qualified to navigate your financial affairs with three CFP™ advisors, and recently selected to the Forbes Best-in-State Wealth Management Teams, 2024*. Alexandra Burton joined us in 2022 to add further scale to successfully implement your plans.
To help you achieve your goals, we offer services including:
The only thing missing is you…comprehensive financial planning starts and ends with your goals. Let's discuss how we can combine decades of experience, CFP knowledge, and the resources of the world’s largest private wealth investment firm, together for your benefit.
References are available upon request.
Nathan Berkoff has focused his advice on partners and principals at KPMG and PwC for over 20 years. We advise dozens of current and former partners and are uniquely familiar with the culture and independence requirements at both firms. For specific information about these relationships please visit our microsites below:
https://advisors.ubs.com/berkoff-pwc/
https://advisors.ubs.com/berkoff-kpmg/
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Associate Director
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Associate Director
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.
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
