Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Empty office space

Humberto "Bert" De Luigi

Through 37 years of experience working with markets, first in the commodity business and, more recently, as an advisor, I have navigated through many difficult waters. I have come to realize that the true currency of my professional life has always been trust; something that is difficult to gain and easy to lose. It is the trust in my judgment and ability to provide my clients with a context and the perspective to make decisions that enables them to fulfill their needs, wants and wishes.

I pro-actively serve a select group of families with understanding and attaining their goals, by offering comprehensive financial planning and investment advice, in order to deliver a higher level of predictability.

Personal & Community

  • Active member of my parish
  • Can communicate in Spanish, French, and Portuguese
Registered States:
  • AL
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • ID
  • IN
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI


  • BSFS, Georgetown University, School of Foreign Service
500 East Pratt Street
11th Floor
Baltimore, MD 21202
  • (410) 576-3202

Email Me

Why does A.I. in space matter?

Outlook on interest rates


UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

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.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$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