A business impact. A lasting legacy.

Private Wealth Management

Eagle View

The complexity and uncertainty of today’s economy can create specific challenges navigating global markets, transitioning a business, creating lifetime income and setting your estate for future generations. More than ever, you need the close collaboration and financial insight of a Private Wealth Advisor.


Focusing on personal wealth management and sophisticated real estate financing and transactions, our team brings the global resources of UBS to the local level. We work with a select group of exceptional, multigenerational families, real estate investors and professionals by offering advisory services for private wealth, succession planning, tax considerations, trusts, foundations, alternative investments and insurance.


We have built enduring relationships by providing the highly tailored, white glove experience you would expect from a family office.

We operate like your own personal advocates. From complex real estate financing, to business succession to family wealth preservation, we offer an ‘eagle view’ of your entire financial world.

- Tracy A. Dellomo

  • BW Tracy Dellomo

    Tracy Dellomo, CPWA®, CIMA®, CRPS®, EFC

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Kevin Mahony headshot

    Kevin Mahony, CPWA, CRPC

    First Vice President–Wealth Management

    Financial Advisor

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  • Rosario Giliberto III headshot

    Rosario Giliberto III, CFP®, CDFA®, AWMA®

    Financial Advisor

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  • Marianne Minio

    Marianne Minio

    Client Service Associate

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Insights

Multigenerational families

Multigenerational families

Understanding entrepreneurs

Understanding entrepreneurs

Wealth preservation and your estate

Wealth preservation and your estate

UBS Young Successors Program

We can provide you and your family the occasions to
network with cultural luminaries and like-minded peers
to establish mutually beneficial relationships.

Through the UBS Young Successors Program, we can help
assist you in preparing the next generation. This program gives
your children the opportunity to expand their financial literacy
under the guidance of professionals in the areas of
entrepreneurship, innovation, leadership and philanthropy.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020