A legacy for generations

Three generations in the front yard

We understand the connections between wealth and family, and we’re committed to being there for our clients over multigenerations and life events. Our holistic wealth management approach starts with comprehensive financial planning that is solutions-focused, risk-aware and tailored to your specific needs. We offer relevant and useful guidance for navigating life's major milestones, whether you're selling assets or a business, transitioning into retirement or coordinating your estate planning.

An important focus for many of our clients includes a thoughtful asset protection strategy as part of their comprehensive financial plan. This helps ensure those assets are preserved in a tax-efficient manner and passed on to future generations according to your wishes. We offer guidance in making wise estate and philanthropic decisions when passing on your legacy through both wealth transfer solutions and by helping children and heirs understand the value of their assets.

UBS Financial Services Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. Clients should seek advice based on their particular circumstances from an independent tax advisor.

With deep roots in the financial services industry since 1961, we're committed to service as our clients' advocates across each generation

- Philip Danishefsky

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.

  • Philip A. Danishefsky - Profile Photo

    Philip Danishefsky

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • CT
    • FL
    • IL
    • MA
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • TN
    • TX
    • VA

    Areas of focus

    • Financial and retirement planning
    • Tax-efficient asset allocation and investment portfolio construction
    • Advanced wealth preservation and gifting strategies
    • Client consultation and family dynamics
    • Insurance and long-term care planning
    • Creative financing, mortgages and liability management

    Wealth management experience

    With more than 22 years of experience in the financial services industry, Philip has had great success working closely with corporate, non profit, and high net worth clients developing unique and highly tax-efficient strategies. He also helps clients develop comprehensive financial plans that include cash management, financing and investment needs. In addition, Philip manages portfolios on a discretionary basis and has a fiduciary responsibility to his clients.

    Credentials and credibility

    • Chairman’s Club; AUM $450M
    • Qualified Portfolio Management Program (PMP) Financial Advisor
    • Worked with one the largest non-profit foundations in the country
    • Board member, East Hill Synagogue
    • New York University, B.A. (in information systems and political science)
    • Recipient of the Founders Day Honor Award
    • Insurance licenses: life, health annuities
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • New York University, B.A. in information systems and political science
      1285 Avenue Of The Americas
      New York, NY 10019
    • Chaim Koplowitz - Profile Photo

      Chaim Koplowitz

      Wealth Strategy Associate

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      • CA
      • CO
      • CT
      • FL
      • IL
      • MA
      • MD
      • NJ
      • NY
      • PA
      • TN
      • TX

      Since 1999, Chaim has spent his entire career in financial services with The Danishefsky Family Wealth Management. He began as an intern at Merrill Lynch and moved with the team to UBS in 2009. Chaim is committed to building client relationships and delivering superior service and investment guidance that focuses on time frames and risk tolerance. He provides client with day-to-day administrative support and handles operations for the office. He holds his B.A. in finance from Touro College.

        • Touro College, B.A. in finance
          1285 Avenue Of The Americas
          New York, NY 10019
        • Daniel Isaac Levat - Profile Photo

          Daniel Isaac Levat

          Client Associate

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          • AL
          • CA
          • CO
          • CT
          • FL
          • IL
          • MA
          • MD
          • MI
          • NJ
          • NY
          • PA
          • TN
          • TX
          • VA

          After graduating West Virginia University in 2017, Daniel has spent the last 3 years working in financial services. Starting in wealth management at Ameriprise Financial and eventually moving to UBS in early 2020. Daniel is dedicated to delivering the best client service as well as handling daily operations and support. He is a New York native and excited to be a part of Danishefsky Family Wealth Management.

            • West Virginia University: 2017
              1285 Avenue Of The Americas
              New York, NY 10019

            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

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