$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Do the right thing. Four simple words, but to the Feldman Group, they are powerful words that inspire us each day. When it comes to helping our clients pursue the goals that matter, our team is relentlessly passionate about doing the right thing for you, your family and the legacy you’re building.
How do we work? By uncovering opportunities where others see challenges. Without reactive thinking or emotional bias, we address your priorities head on, connect you to expansive global resources within UBS Private Wealth Management and help you make informed decisions with confidence. From portfolio structuring and multigenerational planning to estate planning strategies and business transition solutions, nothing is more important to us than your financial well-being and taking care of the people and causes you value the most.
You. Connected.
We are members of the exclusive UBS Private Wealth Management division of our firm. As a Private Wealth team, we are well-positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support you deserve.
• Private Wealth Management is the ultra-high net worth boutique division of UBS
• This select group of advisors is dedicated to serving the complex needs of our firm’s most successful clients
• We’re trained and experienced in providing advice that looks beyond the math and well beyond your investment portfolio
When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will remember, we believe connection is the key to transforming ideas into actions.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
The famed New York City Village Halloween Parade almost didn't happen in 2021 but Private Wealth Advisor Jason I. Feldman stepped in.
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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
