Twenty-five years ago, Nathan Berkoff and Alon Plitt each started their careers on Wall Street. Today, as founding members of the Berkoff Plitt Group, they lead a team of three CERTIFIED FINANCIAL PLANNER™ professionals dedicated to one thing: helping clients build, protect, and transfer wealth with clarity and confidence.
Named to the Forbes Best-in-State Wealth Management Teams every year since 2022, we bring decades of combined experience to every client relationship — along with the full resources of UBS, the world’s largest private wealth investment firm.
We work with professionals, entrepreneurs, families, and institutions across all stages of financial life. Our services include:
• Financial planning
• Retirement investing and planning
• Insurance strategies
• Estate and tax strategies
• Educational savings
• Multigenerational wealth preservation
• Alternative investments and private market access
• Banking and lending
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.
PwC and KPMG Expertise
For over 20 years, Nathan Berkoff has focused on advising clients at PwC and KPMG. We work with dozens of current and former partners and have an unusually deep familiarity with the culture, compensation structures, and independence requirements at both firms — so you spend less time explaining and more time planning.
For firm-specific information, visit our dedicated microsites:
https://advisors.ubs.com/berkoff-pwc/
https://advisors.ubs.com/berkoff-kpmg/
*The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Associate Director
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Senior 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.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
