Your life's goals

Wealth management to help you get there

My Value Commitment
I serve as a solutions provider for all aspects of my client's financial needs. What does this mean? I provide a unique combination of capital preservation and wealth creation strategies.

By managing the financial affairs for a select group of families and small business owners in the Northeast and Florida I become, in effect, their Chief Financial Officer committed to providing objective advice and guidance in nearly every aspect of their financial lives.

I believe there is tremendous value in spending time with my clients face-to-face. As such, my clients can expect to see me at regularly scheduled meetings on an ongoing basis.


Geoffrey M. "Geoff" Mann

Senior Vice President–Wealth Management

Geoff has been providing wealth management solutions to high net worth clients since 1986, and with UBS since 2008. He manages the financial affairs of a select group of families and business owners in the Northeast and Florida. Geoff is committed to providing independent, objective advice and guidance. Spending time with clients face to face is a core belief of Geoff's business model. His clients have regularly scheduled meetings and the flexibility to have a need met at a moment's notice. Geoff and his wife have two grown children and two grandchildren.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • SC
  • TX
  • VA
  • VT


  • BS (Economics), Ursinus College
  • MBA (Marketing), Rutgers University-Newark


  • Wealth Advisor
2107 Route 34
Suite 102
Wall, NJ 07719
  • (732) 223-5692

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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