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 is a Portfolio Manager and holds the CFP® (CERTIFIED FINANCIAL PLANNER™ professional) and CEPA (Certified Exit Planning Advisor) designations.  He has been providing wealth management strategies for business owners, executives, and families with uniquely complex financial lives since 1999.  Prior to joining UBS Wealth Management 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 the Hudson Valley.  He serves as a Board Member for the JDRF Great New York Chapter and was the most recent President of the JDRF Westchester/Fairfield/Hudson Valley chapter.  Jeff is passionate about improving the lives of people with diabetes and supports various local and global charities.

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

      Zachary Kutner

      Client Associate

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      • NY

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

          Business transition and succession planning

          Advice for business owners and entrepreneurs

          Advice for business owners and entrepreneurs

          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 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