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 implement your plans and Mary Zwaan is our dedicated administrative expert and fixer.
To help you achieve your goals, we offer services including:
–Financial plans
–Retirement investing and planning
–Insurance strategies
–Estate and tax strategies
–Educational savings
–Safeguarding multigenerational wealth
–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.
References are available upon request.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Associate Director
Client Associate
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Associate Director
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.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
