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.

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Garrick P. Montenegro, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®

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
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Portfolio Manager

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

Financial planning
Retirement planning
Lending services
Multi-generational families
299 Park Avenue
New York, NY 10017
  • (212) 626-8698

Email Me

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UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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