A plan for today, tomorrow and generations to come

Inspiration Wealth Management

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Three Business people

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Brian-Gold-Profile-Image

    Brian Gold

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • FL
    • GA
    • MI
    • NC
    • NJ
    • NV
    • NY
    • PA
    • TX
    • WA

    Brian Gold is the Senior Vice President of Wealth Management and leads a team of talented financial professionals for the Inspiration Wealth Management team at UBS. For over a quarter century, Brian has dedicated himself to providing thoughtful and trustworthy advice serving an affluent clientele. The cornerstone of Brian's practice begins with the financial planning process. He provides clients with a roadmap that delivers peace of mind in their financial lives. He also has extensive expertise in selecting and monitoring top institutional money managers while also leveraging the full global capabilities of UBS to deliver advice beyond investing. This advice includes, but is not limited to professional asset management, full lending capabilities, wealth protection strategies, philanthropic giving and liability management.

    In his leisure time, Brian enjoys spending time with his wife, Lori, son, Harrison, and dog, Riley. Brian and his family live in William's Island, Aventura where he sits on the Board of Directors for his building. Growing up around the sport of tennis, Brian takes pride in watching his son, Harrison, compete as a collegiate tennis player.

    Brian graduated from Florida State University where he received a Bachelor of Science Degree in Political Science and later went on to earn a Master of Science Degree in Human Resource Administration from Barry University. He began his career in 1993 and, since 2015, Brian has found a home at UBS Financial Services Inc. in Aventura, FL.

      • Florida State University, Bachelor of Science Degree in Political Science
      • Barry University, Master of Science Degree in Human Resource Administration
        18851 NE 29th Avenue
        11th Floor
        Aventura, FL 33180
        brian.gold@ubs.com
        Brian Gold
        18851 NE 29th Avenue,Aventura,FL,33180
      • Mark-Gold-Profile-Image

        Mark Gold

        Senior Wealth Strategy Associate

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        • FL

        Mark has been in the financial services industry for over 50 years and has built a very successful practice. For over 20 years of his accomplished career, he managed offices for Prudential Securities and Thomson & McKinnon. Our clients uniquely benefit from Mark's breadth of experiences during many different market cycles throughout the years.

        Mark lives in Aventura, FL with his wife Trudy and his French Bulldog, Sophia. Together they have two children, Brian and Laine, who have given them three incredible grandchildren. When Mark isn’t spending time at work or with his family, you will most likely find him on the golf course.

              18851 NE 29th Avenue
              11th Floor
              Aventura, FL 33180
              mark.gold@ubs.com
              Mark Gold
              18851 NE 29th Avenue,Aventura,FL,33180
            • Patricia-Najiy-Dawson-Profile-Image

              Patricia Najiy-Dawson

              Senior Client Associate

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                Patricia Najiy oversees client administration for the Inspiration Wealth Management team. She has more than 18 years of experience in the financial services industry. Patricia currently resides in Miramar, Florida and spends her leisure time with her family, and enjoys cooking, crochet, reading, and is very involved with cancer related charities.

                      18851 NE 29th Avenue
                      11th Floor
                      Aventura, FL 33180
                      patricia.najiy@ubs.com
                      Patricia Najiy-Dawson
                      18851 NE 29th Avenue,Aventura,FL,33180
                    • Justin-David-Weidenfeld-Profile-Image

                      Justin David Weidenfeld

                      Financial Advisor

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                      • CA
                      • FL
                      • NJ
                      • NV
                      • NY

                      Justin serves as a Client Service Associate for the Inspiration Wealth Management team. In this capacity, he has the role of connecting with clients to provide the best possible service by leveraging the full resources of UBS. Justin most recently graduated from the University of Florida with a dual degree in Business Administration and Sports Management. At UF, Justin fueled his passion for helping others by getting involved in multiple clubs and student-run philanthropies. When he's not at work, you can find Justin on the golf course, at the gym, watching football, or spending time with his family. Justin was born in Boca Raton, Florida and currently resides in Miami.  

                        • University of Florida, Dual Degree in Business Administration and Sports Management
                          1000 Harbor Boulevard
                          Weehawken, NJ 07086
                          justin.weidenfeld@ubs.com
                          Justin David Weidenfeld
                          1000 Harbor Boulevard,Weehawken,NJ,07086

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                        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                        Gain additional insights into the trends shaping wealth in the US and around the world.

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                        A leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        $5.8+ trn

                        UBS Group invested assets
                        As of 03/31/2024

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a leading and truly global wealth manager

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