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.
Let's discuss how we can combine decades of experience, CFP knowledge, and the resources of the worlds largest private wealth investment firm, together for your benefit.
Nathan Berkoff has focused his advice on partners and principals at KPMG and PwC for over 20 years. He is uniquely familiar with the culture and independence requirements and contributed to the creation of the daily broker feeds and other firm programs at their inception. Now with two CFP designees, the team meets the needs of partners and principals by combining comprehensive financial planning with a detailed understanding of your firms specific benefit plans.
The Berkoff Plitt Group has decades of advisory experience, the resources and open architecture of the world’s largest private wealth investment firm, and an intimate knowledge of your firm’s programs. Our deep understanding of the compliance process, and negotiated firm discount pricing, make it easy and efficient for us to work together.
The only thing missing is you…comprehensive financial planning starts and ends with your goals. Let’s discuss how we can bring these resources together for your benefit.
References are available upon request.
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
Client Associate
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.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
