The way forward

Today, tomorrow and for generations to come

Family photos on shelf

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: 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.

Retired couple

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.

  • Jeffrey "Allan" Karitis

    Jeffrey Karitis

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • DE
    • FL
    • KY
    • MA
    • MD
    • ME
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA

    Jeff has been providing customized wealth management strategies for business owners, executives, and families with uniquely complex financial lives since 1999.  He holds the CFP® (CERTIFIED FINANCIAL PLANNER™ professional) and CEPA (Certified Exit Planning Advisor) designations.  He joined UBS Financial Services in 2015, previously he was a First Vice President-Wealth Management at Merrill Lynch, an Analyst for Merrill Lynch Investment Banking, a Consultant for Merrill Lynch Alternative Investments, and a Special Assistant to the CFO & COO of a major children's book publisher and entertainment company.  Jeff earned his Bachelor of Science degree in Finance and Marketing from University at Albany- State University of New York.

    Jeff, his wife, their two children and retired racing greyhounds reside in Hudson Valley New York.  He has served at executive board member for the JDRF Great New York Chapter and co-president of the JDRF Westchester/Fairfield/Hudson Valley chapter, Treasurer of his Temple, Chair the Jewish Federation of Greater Orange County NY endowment committee and he donates his time to Children with Diabetes running the Dad's group.   He is part of Strategic Coach 10X Ambition community on his journey for never ending learning and growth personally and professionally to find new ways to add value and live fully. 

    In 2014 his daughter was diagnosed with T1D and ever since one of his top priorities has been to work with organizations that are improving the lives of people with diabetes as well as those searching for a cure.  

      • University at Albany State University of New York, Bachelor of Science degree in Finance and Marketing
      • Certified Exit Planning Advisor
      1285 Avenue Of The Americas
      New York, NY 10019
    • Zachary Kutner

      Zachary Kutner

      Client Associate

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      • NJ
      • NY

      Zachary began working at UBS Financial services in June 2016 in the Wealth Management division. He currently holds his series 7 and 66 license. Zachary graduated from the Fisher College of Business at The Ohio State University. His areas of focus include client service, online services, money movement/transfers and maintaining communication between clients and the FA making sure that all requests are handled correctly in a timely manner. He has recently moved into New York City and is an avid sports enthusiast.

            1285 Avenue Of The Americas
            New York, NY 10019
          Business transition and succession planning

          Business transition and succession planning

          Advice for business owners

          Advice for business owners

          Women in Economics

          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

          Backed by the strength of UBS

          A global leader in wealth management

          $3.9 trillion

          In invested assets globally 
          As of 12/31/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager