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/
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.
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.