Let's move forward. Together.

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.


Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Alon Plitt

    First Vice President–Wealth Management

    Financial Advisor

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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.

        299 Park Avenue
        New York, NY 10171

      Focus on liquidity management

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      UBS and Credit Suisse—stronger than ever

      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at ubs.com/wealthway.

      Backed by the strength of UBS

      A global leader in wealth management

      $3.9 trillion

      In invested assets globally 
      As of 12/31/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager