A plan for today, tomorrow and generations to come

Pencil and ruler on blueprints

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Mountaintop

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Pat-Fitzpatrick

    Joseph "Pat" Fitzpatrick

    Senior Vice President–Wealth Management

    Wealth Advisor

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    • CA
    • CT
    • DC
    • FL
    • IL
    • MA
    • MD
    • ME
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • PA
    • RI
    • SC
    • TX
    • VA
    • WA
    • WI

    Pat started his career in 1983 with E.F. Hutton and remained there through several mergers/combinations until 2007 when he joined UBS. This extensive experience has influenced the way he runs his practice today. Communication has always been a significant component of our practice. It is through meetings and detailed phone calls that we can review your progress, adjust solutions and keep apprised of your needs and goals. Financial planning provides the structure to confirm that we are on target to reach your financial goals. UBS has comprehensive plans that address the complex factors that arise in financial planning and they have proven to be very valuable for our clients.

    Pat holds the FINRA Series 7 and 66 securities licenses, as well as licenses for life, accident and health insurance, and variable annuities. He received the Wealth Advisor designation from UBS in 2010 for his ability to meet the complex needs of high net worth individuals. He graduated from State University of New York College at Albany with a B.S. in accounting. Family is of the utmost importance to Pat. He loves spending time with his wife, his four children and two grandchildren. He has been a resident of Kings Park, NY for over 30 years. In his spare time, Pat volunteers as a coach for children with special needs.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • State University of New York College at Albany, B.S. Accounting
    • Wealth Advisor
    Investing
    Business owners
    Asset allocation
    Corporate executives
    Custom portfolios
    Multi-generational families
    Long-term care planning
    58 South Service Road
    Suite 310
    Melville, NY 11747
  • Patrick-Fitzpatrick

    J. Patrick Fitzpatrick Jr.

    Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • CA
    • CT
    • DC
    • FL
    • IL
    • MA
    • MD
    • ME
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • PA
    • RI
    • SC
    • TX
    • VA
    • WA

    Patrick joined the Fitzpatrick Wealth Management Group as a Financial Advisor in 2017. Prior to joining the team, Patrick completed the exclusive UBS Inter-Generational Advisor Program, a two year preparation for his role as a Financial Advisor. As a financial planning specialist, his focus is on helping our clients prepare for retirement, estate and wealth transfer planning, liability management, insurance and charitable giving strategies.

    Patrick has completed some of the most rigorous training in the investment industry including the CFP® Certification Examination. He holds the FINRA Series 7 and 66 securities licenses, as well as licenses for life, accident and health insurance, and variable annuities. He earned a B.A. in biology from State University of New York College at Geneseo. He lives in Smithtown, NY with his wife and four children.

      • State University of New York College at Geneseo, B.A. Biology
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered SRI Counselor℠
      Financial planning
      Philanthropy
      Alternative investments
      Structured products
      Sustainable investing
      Lending services
      58 South Service Road
      Suite 310
      Melville, NY 11747
    • Trisha-Flanagan

      Patricia "Trisha" Flanagan

      Senior Client Associate

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      • FL
      • NY

      Trisha started her career in the financial service industry more than 34 years ago at EF Hutton. She has her Series 7 and 63 securities licenses. Trisha provides administrative support and over the years has built strong client relationships. Trisha, her husband and daughter reside in Sayville, NY.

            58 South Service Road
            Suite 310
            Melville, NY 11747

          Defining your priorities. Pursuing what matters.

          Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

          Retirement planning

          Retirement planning

          Sustainable investing

          The Year Ahead - Sustainable Investing

          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

          Global leader

          UBS is a world-leading wealth manager

          More than 150 years

          offering financial advice

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

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