Whether you are looking to grow or sell a business, build or manage a multigenerational legacy or lead a nonprofit institution with the help of an independent perspective, the Esposito Financial Group can help you meet every opportunity or challenge.
Are we the right fit? Consider the following:
We focus on making a positive impact for you, so you can continue to make a positive impact for others.
Institutions count on us to be independent thinkers
We go beyond investment guidance to work with leadership and boards as problem solvers and to support each organization’s mission.
Collective years of experience
Head of Advanced Planning
Head – Family Advisory and Philanthropy
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Wealth Management Banker
Our global footprint
UBS is a world-leading wealth manager