Wealth advice for your life's goals

HH Clark Advisors

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • Victoria Conigliaro Profile Photo

    Victoria Clark Conigliaro, CPM

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • ME
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT

    Prior to joining UBS in 2007, Victoria was a Director at Ingalls and Snyder, LLC from 1998 to 2007 and Senior Vice President at Scudder Stevens & Clark in its Private Wealth Management Group from 1986 to 1998. Prior to Scudder, she worked at Morgan Stanley, also in private wealth management. Victoria advises ultra high net worth clients through the Portfolio Management Program, customizing client portfolios based on each individual’s short- and long-term investment goals.

    • Forbes America’s Top Women Wealth Advisors, 2018, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.

      • Certified Portfolio Manager®
      • Senior Portfolio Manager
      • Wealth Advisor
      1285 Avenue Of The Americas
      New York, NY 10019
    • Hope Helfenstein Profile Photo

      M. Hope Helfenstein, CFP

      Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • ID
      • IL
      • MA
      • MD
      • ME
      • MN
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • VT

      With 20+ years of experience as a UBS Wealth Advisor, Hope works with her clients to understand their financial needs during all stages of their lives. Hope has her CFP® license which encourages her holistic approach. In addition to UBS, Hope also serves on the board of the New York City Children's Theater which promotes children's literacy and social development through professional theater productions.

       

          • CERTIFIED FINANCIAL PLANNER™
          • Portfolio Manager
          • Wealth Advisor
          1285 Avenue of the Americas
          New York, NY 10019
        • Matthew Weeks Profile Photo

          Matthew Weeks, CFP, AWMA

          Account Vice President

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • ID
          • IL
          • MA
          • MD
          • ME
          • MN
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WI

          In his role as a Planning Specialist, Matt works closely with clients of the HH Clark team and helps them pursue their goals through comprehensive financial planning. Matt has in-depth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities. Working collaboratively with Victoria and Hope, Matt strives to deliver what clients need most today—Advice. Beyond investing.

          As a financial planner, he provides expertise in the following areas:

          • Retirement income and cash flow analysis
          • Retirement plans and employee benefits
          • Estate and multigenerational planning
          • Risk and liability management planning
          • Business continuity and succession planning
          • Charitable giving strategies
          • Executive compensation and benefit strategies

          Professional and Educational History

          Prior to joining UBS, Matt was a Financial Advisor with Guardian Insurance offering comprehensive advice on both insurance and investment products. Matt earned a B.A. in Finance and Economics from Iona College and currently holds his AWMA®, Accredited Wealth Management Associate and is a Certified Financial Planner CFP®. In addition, he holds the Series 7, 63 and 65 securities licenses along with his life and variable insurance license.

            • Iona College, B.A. Finance and Economics
            • Accredited Wealth Management Advisor℠
            • CERTIFIED FINANCIAL PLANNER™
            1285 Avenue Of The Americas
            New York, NY 10019

          What did the Fed say?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          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

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager