Let's move forward. Together.

DSP Wealth Management Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Michael Dzikowski Profile Photo

    Michael Dzikowski

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • DE
    • FL
    • GA
    • IL
    • MA
    • MI
    • NC
    • NJ
    • NY
    • PA
    • SC
    • TX
    • VA

    Earning his B.A. from Rutgers College in 1990, Mike had already begun interning on Wall Street as a Merrill Lynch Money Market Trader's Assistant in 1989. He worked to become a Registered Taxable Debt Marketing Specialist and Syndicate Desk Coordinator for Merrill Lynch's Private Client Sales Division.

    Through 1999, Mike worked as a Private Client Financial Advisor in their Merrill Lynch Short Hills, NJ offices. IN 1999, he accepted a position with First Union Securities as a Financial Advisor in their Summit, NJ offices. Over the next twelve years, Mike continued to very successfully, grow his financial advisory relationships in spite of two large reorganizations and mergers with Wachovia Securities, then again with Wells Fargo Advisors form 2004 to 2011. In 2008, Mike was also nominated to Dow Jones & Co – Barron's Magazine's prestigious, "America's Top 1000 Advisors" list. In 2010, he was nominated to their "Top 400 Advisors" list and, along with his partners, John Schmitt and Claudine Pinho; Michael was rated in the New Jersey Monthly as a 2011 Five Star Wealth Manager.

    Mike currently holds his series 6, 7, 63 and 65 licenses. He is also licensed for Life and Health insurance products. He and his wife Carrie reside with their sons, Gavin and Garett in Springfield, NJ.

    • Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022
    • Rutgers College, B.A.
      109 North Avenue
      2nd Floor
      Westfield, NJ 07090
    • John Schmitt Profile Photo

      John Schmitt, CFP

      Financial Advisor

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      Job
      • AZ
      • CA
      • CT
      • DE
      • FL
      • GA
      • IL
      • MA
      • MI
      • NC
      • NJ
      • NY
      • PA
      • SC
      • TX
      • VA

      Since beginning his financial services career in 1984, John has been dedicated to building personal relationships and guiding clients through their wealth management strategies. To do so, he develops disciplined long term investment strategies and solutions for high-net-worth corporate executives, small business owners and philanthropic organizations. Using his extensive background trading bonds and utilizing UBS's specialized expertise, John works to help individual clients meet their financial objectives and those of future generations.

      John has successfully guided his clients through several turbulent markets while enabling them to continue to achieve their goals of supporting their families, educating their kids and retiring comfortably.

      John is a CERTIFIED FINANCIAL PLANNERTM  and currently holds his series 7, 63 and 66 licenses. He is also licensed for Life and Health insurance products.

      John graduated from the Smeal College of Business at The Pennsylvania State University in 1983. He currently lives with his wife and three children in Montclair, New Jersey.

        • Smeal College of Business at The Pennsylvania State University
        • CERTIFIED FINANCIAL PLANNER™
        109 North Avenue
        2nd Floor
        Westfield, NJ 07090
      • Claudine Pinho Profile Photo

        Claudine Pinho

        Senior Client Service Associate

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        • AZ
        • CA
        • FL
        • MI
        • NC
        • NJ
        • NY
        • PA
        • SC
        • VA

        Claudine began her financial services career with First Union Bank in 1995 after attending Farleigh Dickinson University. In 2001, a merger with Wachovia Bank had Claudine transferred to Wachovia Securities where she began to work to support Senior Vice President, Michael A. Dzikowski. An expert in operational and administrative duties, Claudine became an integral part of the team and her responsibilities grew significantly with Mike's growth. As an experienced, registered Wealth Management talent, Claudine oversees a vital component of the DSP Wealth Management team. Claudine currently holds FINRA and NASAA, Series 7, Series 63, and Series 66 licenses/ registrations. She is also licensed for Life & Health Insurance products.

        Claudine and her husband Michael, reside with their children, Alexandra and Ryan in Union, NJ.

          • Farleigh Dickinson University
            109 North Avenue
            2nd Floor
            Westfield, NJ 07090
          Education financing

          Education financing

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          A way forward

          Understanding your life, your wealth and what you want to accomplish.

          We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

          Let's talk about how we can help you plan for the life you want

          Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

          Backed by the strength of UBS

          A global leader in wealth management

          $3.3 trillion

          In invested assets globally 
          As of 12/31/2021

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager