At Gottlieb Rose Wealth Management, we recognize that your wealth is about more than finances; it’s about your commitment to those you love, the ideals you stand for and the legacy you want to leave for the next generation and beyond. We want to be the team you turn to for insight on any issue that touches your financial life—and exceed your expectations with the level of dedication and attention we provide you.

As a boutique Private Wealth Management team, our first priority is doing the best we can for our clients every day. You can expect thoughtful advice and real-world experience serving a diverse and exclusive group of clients.

Students sitting on floor

In the media

The proof is in our numbers

$1.6 Billion

Assets under management

75+

Collective years of experience


Who we serve

At Gottlieb Rose Wealth Management, our relationships are all about connection. We work with a select number of clients in order to give each our undivided attention; the depth of our relationships shows in the bonds we form.

Who we serve

Multigenerational families

Multigenerational families

Entrepreneurs and business owners

Entrepreneurs and business owners

Professional athletes and entertainers

Professional athletes and entertainers

We work with you and your loved ones to develop wealth transfer and estate planning strategies, always with your individual needs and goals as our first concern. To help prepare the next generation for financial responsibility and independence, we provide the necessary education and guidance. We also bring experience in managing the distinctive needs and complex requirements of those facing the sensitive challenges of separation and divorce.

As a highly seasoned team, we have guided many owners through the sale of their businesses. We understand the complex nature and the sensitivity of the succession process and will work with you from the critical pre-liquidity planning stages through execution and closing.

Whether you have just been drafted or signed a multiyear contract with a team or you’ve been offered a substantial film deal or negotiated a long run at a performance venue, we can help you organize your financial world today so you can confidently plan for the future. We collaborate with you to set clear goals so that your financial plan seamlessly integrates into any stage of your career.

Real solutions for the life you want

With personalized service and solutions customized to your goals, we want to be a single touchpoint for your entire financial life—personal and professional.

Adult children with parents

Dividing wealth across generations

cleaners

Business transition & succession planning

Swimmer in water

The unique needs of athletes and entertainers

Experience that counts

As a highly experienced team, we are dedicated to serving the sophisticated and complex needs of our firm’s most successful clients. Through UBS Private Wealth Management, we connect you to experts and insights both within and outside the firm, and provide access to robust thought leadership as well as like-minded peers who share your experiences and perspectives.

  • Rachel E. Gottlieb Photo.

    Rachel E. Gottlieb, CFP, CDFA

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    An industry veteran since 2002, Rachel is one of two senior advisors of Gottlieb Rose Wealth Management and a Managing Director.

    As a Private Wealth Advisor, Rachel has completed comprehensive training in financial planning, asset allocation and wealth planning strategies.

    Rachel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and as a Certified Divorce Financial Analyst™ (CDFA™) she has the expertise to help clients make well-informed financial decisions pre- and post-divorce.

    Rachel was appointed to the influential UBS Financial Advisor Advisory Council (FAAC) in 2021. The FAAC, a select group of 14 Financial Advisors who represent all UBS Advisors, addresses the critical issues and concerns that ultimately help Advisors better serve their clients. Her professional licenses include the Series 7, 31, and 66, as well as the Life, Accident and Health Insurance license and Variable Annuities.

    Rachel is the author of Zac's Dollar Dilemma, a book that teaches children to spend, save, give, and invest. She has also spent time with children in schools and at bookfairs. She also dedicates her time as a volunteer for Savvy Ladies, a financial advice hotline for women.

    Rachel has a BS in Finance & Marketing from Lehigh University. Rachel lives in Westchester with her husband, Josh and two children, Zac and Lexi.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • On Wall Street – Top 40 Advisors Under 40, 2020The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

    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

    • Lehigh University , Bachelor of Science : 1998 - 2002
    • Certified Divorce Financial Analyst
    • CERTIFIED FINANCIAL PLANNER®
    299 Park Avenue
    New York, NY 10017
    rachel.gottlieb@ubs.com
    Rachel E. Gottlieb, CFP, CDFA
    299 Park Avenue,New York,NY,10017
  • William J. Rose Photo

    William J. Rose

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    An industry veteran since 1999, William is one of two senior advisors of Gottlieb Rose Wealth Management and a Managing Director. 

    As a Private Wealth Advisors, William has completed comprehensive training in financial planning, asset allocation and wealth planning strategies.

    William's professional licenses include the Series 7 and 66, as well as licenses for Life, Accident and Health Insurance and Variable Annuities.

    His bachelor's degree is in Psychology and Sociology from the University of Massachusetts at Amherst.

    Outside of the office, Will is very active in the community, having held various positions at New York Chapter of the Crohns and Colitis Foundation, including President, Vice President, and currently Treasurer. In 2018, William was honored at the annual Crohn's and Colitis Foundation Gala as the "Man of the Year." Will is also involved in the Bergen County, N.J. chapter of UJA.

    He spends his free time coaching his children's sports team and training at CrossFit.

    He lives in Woodcliff Lake, New Jersey with his wife, Devyn, sons, Jagger and Bodie and dog Nova.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    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

    • University of Massachusetts at Amherst, Bachelor of Arts: 1995 - 1999
      299 Park Avenue
      New York, NY 10017
      william.rose@ubs.com
      William J. Rose
      299 Park Avenue,New York,NY,10017
    • Kayla Gayle Gager Photo

      Kayla Gayle Gager

      Senior Wealth Strategy Associate

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • ID
      • IL
      • MA
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      • ME
      • MI
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • PR
      • TX
      • VA
      • WA

      As a Senior Wealth Strategy Associate, Kayla's primary focus is providing outstanding service to our clients. She works closely with the team to provide timely execution of trades and product updates. Kayla works seamlessly with the firms trading desks, conducts manager due diligence and monitors new investment offerings from the firm.

      Kayla began her financial services career with UBS Financial Services in 2011. She is a graduate of Syracuse University with a B.A. in Finance. She lives in Brooklyn and enjoys seeing jazz shows, traveling, and enjoying the company of family and friends. In addition, she holds the Series 7, 63 and 65 designations.

        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

            299 Park Avenue
            New York, NY 10017
            kayla.gager@ubs.com
            Kayla Gayle Gager
            299 Park Avenue,New York,NY,10017
          • Kasten Randolph Carter Photo

            Kasten Randolph Carter

            Senior Wealth Strategy Associate

            Relationship Manager

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            • CA
            • CO
            • CT
            • DC
            • FL
            • GA
            • ID
            • IL
            • MA
            • MD
            • ME
            • MI
            • NC
            • NJ
            • NV
            • NY
            • OH
            • OR
            • PA
            • PR
            • SC
            • TN
            • TX
            • VA
            • WA

            As one of the Senior Wealth Strategy Associates and Relationship Managers in our group, Kasten works hand in hand with each client to accomplish requests with ease in a timely fashion. Kasten has an in-depth knowledge of how to perform a variety of different tasks and focuses on client service and experience.

            Kasten attended SUNY Albany, where he studied Finance and Management.  After graduation, Kasten worked at AXA Advisors, where he earned his Series 7 and Series 66 licenses. In the winter, he enjoys traveling the country to snowboard. In the summer, he spends his time boating, wakeboarding, and heading to the beach with friends and family. 

              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

                • Relationship Manager
                299 Park Avenue
                New York, NY 10017
                kasten.carter@ubs.com
                Kasten Randolph Carter
                299 Park Avenue,New York,NY,10017
              • Julia Photo

                Julia Lajeunesse

                Senior Wealth Strategy Associate

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                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
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                • OK
                • OR
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                • RI
                • SC
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                • UT
                • VA
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                Julia joined UBS as an Advisory Investment Specialist in 2020. In her role she assisted Financial Advisors with portfolio construction, asset allocation and manager search and selection. Prior to joining UBS, Julia worked at Deutsche Bank as an Investment Analyst in their Wealth Management division.  

                She graduated Cum Laude from Miami University with a B.A. in Finance. Her professional licenses include the Series 7 and 66 designations.

                She lives New York City with her fiancé and enjoys skiing, traveling and is involved with Big Brothers Big Sisters of New York and CURE Epilepsy.

                  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

                      299 Park Avenue
                      New York, NY 10017
                      julia.lajeunesse@ubs.com
                      Julia Lajeunesse
                      299 Park Avenue,New York,NY,10017
                    • Mary Photo

                      Mary Zwaan

                      Registered Client Service Associate

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                      • AK
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • ID
                      • IL
                      • IN
                      • MA
                      • MD
                      • MI
                      • MO
                      • MT
                      • NC
                      • NJ
                      • NM
                      • NY
                      • OH
                      • PA
                      • RI
                      • SC
                      • TN
                      • TX
                      • VA
                      • VT
                      • WA

                      Mary joined UBS Financial Services as a Registered Client Service Associate in 2022. Prior to joining UBS, Mary was a Client Relationship Associate at Vanguard. She graduated with a B.A. in Environmental Studies and Urban Studies from the University of Pittsburgh. She now resides in New York City and enjoys traveling, baking, and spending time with family and friends.  

                      Mary earned her Series 7, Series 66, and Series 63 licenses as well as her Life, Accident, & Health Insurance license.

                        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

                          • Registered Client Service Associate
                          299 Park Avenue
                          New York, NY 10017
                          mary.zwaan@ubs.com
                          Mary Zwaan
                          299 Park Avenue,New York,NY,10017

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                        UBS is a leading and truly global wealth manager

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