The right path toward retirement

Colbert Wealth Management Group

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Plans

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.

  • Warren Colbert

    Warren Colbert

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NY
    • PA
    • SC
    • TN
    • TX
    • VA
    • WI

    Senior member of the Colbert Wealth Management Group. Four-decades of financial services experience, including tenures at PaineWebber, Inc. and Kidder, Peabody & Co. A wealth management advisor that provides planning and investment solutions through a consultative and direct portfolio/account management approach.  Past positions held include: Commodity Principal and Tax Shelter Manager. Designation: Certified Investment Management Analyst (CIMA®) achieved at the Wharton School.  Extensive philanthropic Board experience including: The John and Mable Ringling Museum of Art Foundation Trustee, 2018-2021; The Sarasota Art Museum of the Ringling College – Museum Advisory Committee member to the Board; Lincoln University, PA, Trustee, 2000-2013; Advisory Board Member for Lincoln University’s Center for Banking, Finance and Entrepreneurship;   Former Chairman of the Board, Green Chimneys Children’s Services and Schools; Received the 2006 Proclamation from the City Council of New York City for Community Service; An avid art enthusiast and collector that enjoys unique travel experiences and photography.

     

        • Certified Investment Management Analyst®
        • Wealth Advisor
        299 Park Avenue
        New York, NY 10171
      • Melinda Cavalier

        Melinda Cavalier

        Wealth Management Associate

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        • CA
        • CT
        • DE
        • FL
        • IA
        • MA
        • MI
        • NC
        • NJ
        • NY
        • PA
        • PR
        • SC
        • TN
        • TX
        • VA
        • WI
        • WY

        Melinda is currently a Wealth Management Associate with the Colbert Wealth Management Group. Previously she was a Senior Registered Client Service Associate with UBS Financial Services for over 10 years and has 30 years of industry experience. She has a thorough knowledge of  UBS's services and products.  She manages Warren's private banking operations and handles daily client requests. .  She provides excellent client service and attention to detail is evident from her past experiences and ability to effectively resolve client problems.  Melinda is Series 7, 66 and 31 certified. She lives in Rutherford, NJ with her husband, Brian.

              299 Park Avenue
              New York, NY 10171
            • Iliana Lily Martinez

              Iliana "Lily" Martinez

              Senior Client Associate

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              • NJ

              Lily Martinez is a Senior Client Service Associate and manages all operational matters. She is a dedicated relationship builder and is committed to creating exceptional experiences for each client. Her efficiency and dedication to providing personal and responsive service, while helping to inform and educate clients is key to the Colbert Wealth Management Group's servicing model. Lily worked at Morgan Stanley for 16 years in various capacities including a Reorganization Support Specialist, Senior Sales Assistant and in her most recent role as Senior Client Services Associate. She has her securities Series 7 license. She resides in Maywood, New Jersey with her husband Joe and two children Jonathan and Kiara.

                    299 Park Avenue
                    New York, NY 10171

                  What did the Fed say?

                  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