Your life. Your wealth. Your future.

Pursue what matters most

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.

Sailing splash

Garrick P. Montenegro, CFP

First Vice President–Wealth Management

Financial Advisor

Developing a financial plan that aligns the timing and nature of your financial goals is a simple endeavor. However, the challenge is maintaining and adjusting that plan through the volatility of the capital markets while staying mindful of the stages of one's financial life. Over the last 20+ years, my team and I learned to expect the unexpected and now bring that widsom to a wealth management platform that is designed to deliver comprehensive wealth management through all stages of one's financial life.

Making a difference in my community

- Supporter of the Wounded Warrior Project, MS Society, American Heart Association, No Kid Hungry, LBGT Network and the Storm King Art Center

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • IL
  • IN
  • MA
  • MD
  • MN
  • MO
  • NJ
  • NY
  • OR
  • PA
  • WA

Education

  • B.A., Economics and Philosophy, New York University

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Asset allocation
Lending services
Securities-backed lending
Multi-generational families
1251 Avenue of Americas
2nd Floor
New York, NY 10020
  • (212) 626-8698

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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

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