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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
First Vice President–Wealth Management
Financial Advisor
Since 1995, it has been my mission to provide affluent investors and their families highly customized investment advice and services. Since becoming a Certified Financial Planner (CFP®) in 2001, my goal has been to incorporate all known pertinent variables into an investment program intended to meet the personalized goals of my clients. I've had the good fortune of being guided by senior leaders at firms like Gibraltar Securities,Tucker Anthony, RBC, Merrill Lynch, and now UBS Financial Services, Inc. As the Rosenblum Group, a UBS team together with my father Steve Rosenblum, we offer over 60 years of financial markets experience to our clients.
Whether you need to invest for retirement, education, income or growth; or review the retirement plan for your business, charitable giving, strategic borrowing and more, I am well positioned to help you on the path towards achieving your financial goals.
I am a Livingston, NJ resident since 2000. My wife Susan and I have 3 beautiful daughters, and our dog Rookie. In our community, I am a longtime youth softball coach and participant in Cycle for Survival, an annual event to raise funds for pediatric and other rare cancers.
Professional Experience
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
Since 1995, it has been my mission to provide affluent investors and their families highly customized investment advice and services. Since becoming a Certified Financial Planner (CFP®) in 2001, my goal has been to incorporate all known pertinent variables into an investment program intended to meet the personalized goals of my clients. I've had the good fortune of being guided by senior leaders at firms like Gibraltar Securities,Tucker Anthony, RBC, Merrill Lynch, and now UBS Financial Services, Inc. As the Rosenblum Group, a UBS team together with my father Steve Rosenblum, we offer over 60 years of financial markets experience to our clients.
Whether you need to invest for retirement, education, income or growth; or review the retirement plan for your business, charitable giving, strategic borrowing and more, I am well positioned to help you on the path towards achieving your financial goals.
I am a Livingston, NJ resident since 2000. My wife Susan and I have 3 beautiful daughters, and our dog Rookie. In our community, I am a longtime youth softball coach and participant in Cycle for Survival, an annual event to raise funds for pediatric and other rare cancers.
Professional Experience
Education
Credentials
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.
$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
