$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
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.
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.
Crafted wealth intelligence
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.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
