Wealth advice for your life's goals

Lift ascending the mountains

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Mountaintop

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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    Brij Jairath

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
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    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
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    • MA
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          600 Washington Blvd
          Stamford, CT 06901
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          Neil Jairath

          Managing Director–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • ID
          • IL
          • IN
          • KY
          • MA
          • MD
          • ME
          • MI
          • MN
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          • NJ
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          • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

              299 Park Avenue
              New York, NY 10171
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              Cara Fazio

              Client Associate

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              • AL
              • CA
              • CT
              • DC
              • FL
              • GA
              • IN
              • KY
              • MA
              • MD
              • ME
              • MI
              • MN
              • NC
              • NH
              • NJ
              • NY
              • OH
              • OK
              • PA
              • SC
              • TX
              • VA
              • WI
              • WY

                    299 Park Avenue
                    New York, NY 10171

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                  UBS and Credit Suisse—stronger than ever

                  Managing wealth is our craft

                  We’re committed to understanding what wealth means for you.

                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $5+ trillion

                  In invested assets globally 
                  As of 11/07/2023

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

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