Wealth advice for your life's goals

James Warta

With over 15 years of experience in the Financial Services Industry, James works with his clients to build comprehensive financial plans based on their needs and goals. As your personal advocate, James will provide you with advice that is tailored to your circumstances and priorities.  James starts with a detailed plan for all you'd like your wealth to achieve. Over time, he will carefully monitor and communicate about every aspect of the process that impacts your portfolio, adjusting your plan as necessary, so you can embrace your financial future with confidence.

It takes more than investment guidance to help you move forward with confidence; it takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

James and his wife Jessica currently reside in Ridgewood, NJ with their two children. He enjoys spending time with his family, golfing, fishing, skiing, and riding his mountain bike.

Registered States:
  • CA
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • LA
  • MD
  • MI
  • MO
  • NH
  • NJ
  • NY
  • TX

Financial planning
Exit planning
Women investors
Retirement planning
Custom portfolios
Sustainable investing
Long-term care planning
Entrepreneurs
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
  • (201) 678-2301

Email Me

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.

Retired couple

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Investment management

Investment management

Helping women take charge

Helping women take charge

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Sustainability matters

Seek returns and drive change through sustainable investing

Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

#1

Family office services

Euromoney Private Banking and Wealth Management Survey, 2021

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