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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          600 Washington Blvd
          Stamford, CT 06901
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          Neil Jairath

          Managing Director–Wealth Management

          Financial Advisor

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          • AL
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          • ID
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          • Forbes Best-in-State Wealth Advisors, 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. 

              299 Park Avenue
              New York, NY 10171
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              Cara Fazio

              Client Associate

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              • AL
              • CA
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              • DC
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              • GA
              • IN
              • KY
              • MA
              • MD
              • ME
              • MI
              • MN
              • NC
              • NH
              • NJ
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              • PA
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                    299 Park Avenue
                    New York, NY 10171

                  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.

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                  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

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