Financial planning tailored to your goals

BPG Team

Focused on you

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.

Expertise with accounting industry executives

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.

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    Nathan Berkoff

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • RI
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    Nathan Berkoff is a wealth advisor, CERTIFIED FINANCIAL PLANNER™ and founder of the Berkoff Group at UBS. With over 15 years of experience in the financial services industry, Nathan focuses on creating comprehensive wealth management strategies for professionals, entrepreneurs, families and partners of KPMG and PwC.

    Nathan graduated from Skidmore College in 2001 with a degree in Accounting and Finance. Prior to entering the financial services industry, Nathan founded his own software company and developed intranet and database systems for the U.S Department of Justice.

    Always exploring new ideas and innovative ways to better serve his clients, Nathan is responsible for the investment strategies, asset allocation models, and financial planning for the team’s clients. He believes that the financial planning process is the key to building wealth carefully and intelligently. Nathan and his team conduct a deep and thorough assessment of each client’s complete financial status, including assets, liabilities, and insurance needs. He also takes time to understand his clients’ unique goals. Whether they seek to fund their children’s education, their legacy or their retirement, Nathan uses this data to craft strategic financial plans based on those objectives.

    As a CERTIFIED FINANCIAL PLANNER™, Nathan brings the highest standard of ethics and fiduciary responsibility to his practice. With his skills and philosophy, Nathan’s goal is to help clients meet their financial objectives today, tomorrow, and for generations to come.

    Nathan is the Trustee of NY State Trooper PBA Signal 30 Fund, a non-profit dedicated to supporting the members of the New York State Troopers and their families in extraordinary circumstances such as illness, injury and loss of residences due to fire or flood. Most recently acting when Troopers have been killed in the line of duty.

    Nathan is also the Chairman of the Board of Bernie's Services. A non-profit that for over 50 years has been providing free Jewish High Holy Day services for students, servicemen and women, and the needy. Last year, Bernie's Services welcomed over 500 people to celebrate the holidays together.

     

        • CERTIFIED FINANCIAL PLANNER™
        Financial planning
        Retirement planning
        Estate planning strategies
        Philanthropy
        Asset allocation
        Alternative investments
        Financial Services professionals
        Corporate executives
        299 Park Avenue
        New York, NY 10171
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        Alon Plitt

        Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • MA
        • MD
        • MI
        • MO
        • NC
        • NJ
        • NM
        • NY
        • OH
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA

        Alon has been delivering custom solutions to individuals and institutions for over 25 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.

        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 achieve the best results. Alon advises clients ranging from individuals to educational institutions, charitable organizations and foundations, and complex family businesses.

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

            • CERTIFIED FINANCIAL PLANNER™
            Retirement planning
            Estate planning strategies
            Structured products
            Business owners
            Corporate executives
            Legacy planning
            Multi-generational families
            Women investors
            299 Park Avenue
            New York, NY 10171
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            Alexandra Burton

            Financial Advisor

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            • AK
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            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MS
            • MT
            • NC
            • ND
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
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            Alexandra (Ali) Burton just joined our team as a Financial Advisor. She has been at UBS in both advisory and supervisory roles since 2017.

            Ali graduated with a BA in Sociology and a minor in Spanish from Hawai’i Pacific University. She holds her Series 7, 66, 9, and 10 FINRA Securities Licenses. She currently resides in New York City.

                  299 Park Avenue
                  New York, NY 10171
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                  Mary Zwaan

                  Client Associate

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                  • AK
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • IL
                  • IN
                  • MA
                  • MD
                  • MI
                  • NC
                  • NJ
                  • NM
                  • NY
                  • OH
                  • PA
                  • RI
                  • SC
                  • TN
                  • TX
                  • VA
                  • VT
                  • WA

                        299 Park Avenue
                        New York, NY 10171

                      A focus on personalized access and service

                      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.

                      Goals-based planning

                      Goals-based planning

                      Advice for business owners and entrepreneurs

                      Advice for business owners and entrepreneurs

                      Professionals

                      Professionals

                      Legacy—Wealth for others

                      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.