Let's move forward. Together.

Focused On You

Focused on you
Nathan Berkoff and Alon Plitt have been delivering custom solutions to individuals and institutions for over 20 years. Now as a team we can guide clients more efficiently towards their goals.

The Berkoff Plitt Group is uniquely qualified to navigate your financial affairs with three CFP™ advisors, and recently selected to the Forbes Best-in-State Wealth Management Teams, 2024*. Alexandra Burton joined us in 2022 to add further scale to implement your plans and Mary Zwaan is our dedicated administrative expert and fixer.

To help you achieve your goals, we offer services including:

–Financial plans
–Retirement investing and planning
–Insurance strategies
–Estate and tax strategies
–Educational savings
–Safeguarding multigenerational wealth
–Alternative investments and private market access
–Banking and lending

The only thing missing is you…comprehensive financial planning starts and ends with your goals. Let's discuss how we can combine decades of experience, CFP knowledge, and the resources of the world’s largest private wealth investment firm, together for your benefit.

References are available upon request.

 


PwC and KPMG Expertise

Nathan Berkoff has focused his advice on partners and principals at KPMG and PwC for over 20 years. We advise dozens of current and former partners and are uniquely familiar with the culture and independence requirements at both firms. For specific information about these relationships please visit our microsites below:

https://advisors.ubs.com/berkoff-pwc/

https://advisors.ubs.com/berkoff-kpmg/

 

 

*The 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

Berkoff Plitt Group

Berkoff Plitt Group

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    Alon Plitt

    First Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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

    Alon has been delivering custom solutions to individuals and institutions for over 20 years.  He prides himself on building deep and long-standing relationships based upon competence and trust.  Alon assists his clients with all facets of financial planning, including investments, retirement plans, insurance, and estate planning. 

    Alon takes particular satisfaction in analyzing clients' big-picture situations and formulating individually-tailored strategies to meet their goals.  He often functions as his clients' 'personal CFO,' collaborating with their accountants and attorneys to work towards achieving favorable results.  Alon advises clients ranging from individuals to educational institutions, charitable organizations and foundations, and complex family businesses.

    Alon is a New York native residing in Briarcliff Manor with his wife Julie and three children.

    • 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.

      • CERTIFIED FINANCIAL PLANNER™
      299 Park Avenue
      New York, NY 10171
      alon.plitt@ubs.com
      Alon Plitt
      299 Park Avenue,New York,NY,10171

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