$6.9 trn
UBS Group invested assets
As of 10/29/2025
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
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.
Christopher J. Damante, has been in the financial services industry since 1993. Chris builds customized investment strategies for affluent clients looking to manage, grow, preserve and transition their wealth. Utilizing technical and fundamental analysis, Chris has been helping clients grow their investment portfolios for over 20 years.
Chris has earned the designations of CERTIFIED FINANCIAL PLANNER® practitioner, Chartered Financial Consultant® and Certified Investment Management Analyst®. Employing a financial planning approach to assist clients in attaining their financial goals, he is actively involved in the investment and risk management of client portfolios.
Chris was born in Cleveland, Ohio and became a resident of South Florida in 1988. He is recently engaged, he has three children, Matthew, Amy & Tara and their American Bully "Tank Tony". In his free time Chris is interested in health and fitness, enjoying fine wine, and golfing.
Chris carries the FINRA Series 7, Series 63 and Series 65, NFA Series 31 and the State of Florida Life and Variable Annuity Agent licenses. CA insurance license 0H15720.
Robert brings over 30 years of management experience to Damante Partners Wealth Management. Robert specializes in financial planning for our clients, producing a personalized, comprehensive financial plans, to assist our clients' in achieving their goals. Robert is also the team liaison to the LGBTQ community, working with our same sex clients to address their needs in an ever changing legal landscape.
Robert has earned the designation of CERTIFIED FINANCIAL PLANNER® practitioner, employing a financial planning approach to assist clients in attaining their financial goals, he is actively involved in the investment and risk management of client portfolios. Robert received his Bachelor of Science degree from Johnson & Wales University in Providence, RI. Originally from Cleveland, Ohio, Robert has been a resident of Florida since 2001, currently residing in West Palm Beach. Robert is also President (2024/2025) of the West Palm Beach Rotary Club.
Robert is FINRA-registered and holds the Series 7 and 66 securities licenses as well as licenses for life and health insurance and variable annuities. CA insurance lincense 0I45140
Russell joined Damante Partners Wealth Management in 2012, bringing with him a great breadth of knowledge and experience having entered the financial services industry in 2004. Russell works with clients in all phases of their relationship, and excels in establishing and maintaining 529 education accounts for the group. Having over 14 years of financial experience, Russell regularly helps clients and the team with a number of different options strategies.
As the teams Senior Wealth Strategy Associate and Relationship Manager, Russell's primary responsibility is to make sure that all clients receive the world class experience that they deserve. Additionally, Russell works in the capacity of business development lead for Damante Partners Wealth Management. Russell graduated Summa Cum Laude from Quinnipiac University in Hamden, Connecticut with a Bachelor of Science degree in Finance. Russell is a New Jersey native and currently resides in Palm Beach Gardens with his wife Tracy, son Deacon, daughter Madison, and their three dogs. In his free time Russell plays golf, boating and spends time chasing after his two children.
Russell is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life and health insurance and variable annuities.
Heather joined Damante Partners Wealth Management in 2005. Heather is the linchpin on the client service side of our business. Clients have come to rely on Heather for her attention to detail, intimate knowledge of their families and needs, as well as her compassionate spirit. Over the last 9 years Heather has provided care and support for more than 15 local Boxers, as a volunteer for Coastal Boxer Rescue.
Heather graduated Cum Laude from Florida International University with a Bachelor of Business Administration degree in Finance. Heather is a West Palm Beach native and currently resides in Royal Palm Beach with her husband Dillon, daughter Leilani and son Jackson. In her free time, Heather, Dillon, and Leilani are Semi-Pro Race Car drivers. Heather is FINRA-registered and holds Series 7, Series 66, NFA Series 31 securities licenses as well as licenses for life and health insurance and variable annuities.
Christopher J. Damante, has been in the financial services industry since 1993. Chris builds customized investment strategies for affluent clients looking to manage, grow, preserve and transition their wealth. Utilizing technical and fundamental analysis, Chris has been helping clients grow their investment portfolios for over 20 years.
Chris has earned the designations of CERTIFIED FINANCIAL PLANNER® practitioner, Chartered Financial Consultant® and Certified Investment Management Analyst®. Employing a financial planning approach to assist clients in attaining their financial goals, he is actively involved in the investment and risk management of client portfolios.
Chris was born in Cleveland, Ohio and became a resident of South Florida in 1988. He is recently engaged, he has three children, Matthew, Amy & Tara and their American Bully "Tank Tony". In his free time Chris is interested in health and fitness, enjoying fine wine, and golfing.
Chris carries the FINRA Series 7, Series 63 and Series 65, NFA Series 31 and the State of Florida Life and Variable Annuity Agent licenses. CA insurance license 0H15720.
Robert brings over 30 years of management experience to Damante Partners Wealth Management. Robert specializes in financial planning for our clients, producing a personalized, comprehensive financial plans, to assist our clients' in achieving their goals. Robert is also the team liaison to the LGBTQ community, working with our same sex clients to address their needs in an ever changing legal landscape.
Robert has earned the designation of CERTIFIED FINANCIAL PLANNER® practitioner, employing a financial planning approach to assist clients in attaining their financial goals, he is actively involved in the investment and risk management of client portfolios. Robert received his Bachelor of Science degree from Johnson & Wales University in Providence, RI. Originally from Cleveland, Ohio, Robert has been a resident of Florida since 2001, currently residing in West Palm Beach. Robert is also President (2024/2025) of the West Palm Beach Rotary Club.
Robert is FINRA-registered and holds the Series 7 and 66 securities licenses as well as licenses for life and health insurance and variable annuities. CA insurance lincense 0I45140
Russell joined Damante Partners Wealth Management in 2012, bringing with him a great breadth of knowledge and experience having entered the financial services industry in 2004. Russell works with clients in all phases of their relationship, and excels in establishing and maintaining 529 education accounts for the group. Having over 14 years of financial experience, Russell regularly helps clients and the team with a number of different options strategies.
As the teams Senior Wealth Strategy Associate and Relationship Manager, Russell's primary responsibility is to make sure that all clients receive the world class experience that they deserve. Additionally, Russell works in the capacity of business development lead for Damante Partners Wealth Management. Russell graduated Summa Cum Laude from Quinnipiac University in Hamden, Connecticut with a Bachelor of Science degree in Finance. Russell is a New Jersey native and currently resides in Palm Beach Gardens with his wife Tracy, son Deacon, daughter Madison, and their three dogs. In his free time Russell plays golf, boating and spends time chasing after his two children.
Russell is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life and health insurance and variable annuities.
Heather joined Damante Partners Wealth Management in 2005. Heather is the linchpin on the client service side of our business. Clients have come to rely on Heather for her attention to detail, intimate knowledge of their families and needs, as well as her compassionate spirit. Over the last 9 years Heather has provided care and support for more than 15 local Boxers, as a volunteer for Coastal Boxer Rescue.
Heather graduated Cum Laude from Florida International University with a Bachelor of Business Administration degree in Finance. Heather is a West Palm Beach native and currently resides in Royal Palm Beach with her husband Dillon, daughter Leilani and son Jackson. In her free time, Heather, Dillon, and Leilani are Semi-Pro Race Car drivers. Heather is FINRA-registered and holds Series 7, Series 66, NFA Series 31 securities licenses as well as licenses for life and health insurance and variable annuities.
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.
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Leslie Falconio, Head of Taxable Fixed Income Strategy CIO Americas, Jason Draho, Head of Asset Allocation, CIO Americas, and Shane Lieberman, Senior Advisor, Governmental Affairs US discussed the US Government shutdown and how investors can best position themselves for the remainder of 2025.
October 01, 2025
When it comes to planning for important goals, staying ahead of changing tax legislation can help you keep on track. Now is a good time of year to get on top of your planning, especially in light of upcoming potential tax law changes.

Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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