Deeply rooted in your financial goals

Three business people at a desk

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

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    Margaret Carey

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • MA
    • MD
    • ME
    • MI
    • MS
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VT
    • WA
    • WY

          1285 Avenue Of The Americas
          New York, NY 10019
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          James Carey

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • KS
          • MA
          • MD
          • ME
          • MI
          • MS
          • NC
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TX
          • UT
          • VT
          • WA
          • WY

                1285 Avenue Of The Americas
                New York, NY 10019
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                Jacqueline Carey

                Vice President–Wealth Management

                Financial Advisor

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                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • IL
                • KS
                • MA
                • MD
                • ME
                • MI
                • MS
                • NC
                • NJ
                • NM
                • NY
                • OH
                • OR
                • PA
                • RI
                • SC
                • TX
                • UT
                • VT
                • WA
                • WY

                      1285 Avenue Of The Americas
                      New York, NY 10019
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                      Martha Knauth

                      Client Associate Senior

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                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • IL
                      • KS
                      • LA
                      • MA
                      • MD
                      • ME
                      • MI
                      • MN
                      • MO
                      • MT
                      • NC
                      • NE
                      • NJ
                      • NV
                      • NY
                      • OH
                      • OK
                      • PA
                      • PR
                      • RI
                      • SC
                      • TN
                      • TX
                      • VA
                      • VT
                      • WA
                      • WI
                      • WV
                      • WY

                            1285 Avenue Of The Americas
                            New York, NY 10019

                          Defining your priorities. Pursuing what matters.

                          Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                          Our Philosophy

                          Our Philosophy

                          A team approach

                          A team approach

                          Estate planning strategies

                          Estate planning strategies

                          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

                          Global leader

                          UBS is a world-leading wealth manager

                          $3.9 trillion

                          In invested assets globally 
                          As of 12/31/2022

                          51 countries

                          Our global footprint