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

    • image
    • image
    • image
    • 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
      • Mark-Gold-Profile-Image

        Mark Gold

        Senior Wealth Strategy Associate

        • image
        • image
        • FL
        • NJ
        • NY

        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
            • Patricia-Najiy-Dawson-Profile-Image

              Patricia Najiy-Dawson

              Senior Client Associate

              • image
              • image

                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
                    • Justin-David-Weidenfeld-Profile-Image

                      Justin David Weidenfeld

                      Financial Advisor

                      • image
                      • image
                      • image
                      • 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

                        The circular economy: What is it?

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        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.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

                        Insights