A plan for today, tomorrow and generations to come

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.

Three generations in front yard

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.

  • Jose Rivera

    Jose M. Rivera, CLU, CIMA, CPWA, ChFC,CPM

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WY

    As a Managing Director and the founder of the JMR Wealth Management Group, Jose leads a team that includes his two sons, Adam and Nicholas, First Vice Presidents, his cousin David Maldonado, a Senior Wealth Strategy Associate, Melinda Cavalier, a Wealth Management Associate and Lily Martinez, a Senior Client Service Associate.

    Jose's professional designations are Chartered Life Underwriter® (CLU®), Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Chartered Financial Consultant (ChFC®) and Certified Portfolio Manager (CPM®).

    He is enthusiastic about helping clients achieve financial independence. Collaborating with his son’s Adam and Nick offers a unique perspective into the complex needs of the multigenerational families they serve. He believes in empowering others by giving them the tools and knowledge they need to fulfill their potential. They will design custom financial plans built around the time-tested principles of diversification and a long-term investment view.  

    Jose has deep industry experience, and has earned multiple wealth planning accolades over the 38 years he has been in the industry. In 2022, 2021, 2020 and 2019, Forbes/SHOOK recognized Jose as an industry leader, naming him a Best-In-State Wealth Advisor for his compassion, work ethic and commitment to clients.  

    Outside the office, Jose leverages his industry knowledge and applies it to areas he is passionate about such as baseball, golf and his Hispanic heritage. Having serviced on the investment committee for the Hispanic Federation for 16 years and presently serving as the Chairman of the Investment Committee for the Jackie Robinson Foundation, Jose always remembers his roots and continues to philanthropically stay involved in the local communities he grew up in the New York City area. 

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 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. 

      • Certified Investment Management Analyst®
      • Certified Portfolio Manager®
      • Chartered Financial Consultant
      • Chartered Life Underwriter®
      299 Park Avenue
      New York, NY 10171
    • Adam Rivera

      Adam Gregory Rivera, CFP, CLU

      First Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • IN
      • KS
      • LA
      • MA
      • MD
      • ME
      • MI
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • TN
      • TX
      • VA
      • VT
      • WI
      • WY

      Adam is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter® (CLU®)  and Chartered Financial Consultant® (ChFC®) with the JMR Wealth Management Group. Adam specializes in helping entrepreneurs pursue a secure financial future by managing both their business and personal finances. He has deep experience with private- and public-sector executives who hold highly concentrated positions of employer stock and, as a CFP®, Adam also focuses on the preparation of long and medium - term financial plans for the Group's high-net worth and ultra-high net worth clients.  He holds his Series 7, 66, 63 and 31 licenses and is licensed to offer life, accident and health insurances and variable annuities. Adam began his financial services career in 2010 at J.P. Morgan Chase. He joined UBS in March of 2013, completing the company’s vigorous New Financial Advisor program. As a former starting pitcher for the Division I baseball team at Saint Joseph’s University, Adam remains heavily involved in the school. He sits on the school’s New York City Alumni Chapter Committee, which raises scholarship funds for students in the five boroughs to attend Saint Joseph’s

       

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 

        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Life Underwriter®
        299 Park Avenue
        New York, NY 10171
      • Nick Rivera

        Nicholas "Nick" Rivera, CFP, CLU, CAP

        First Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • IN
        • KS
        • LA
        • MA
        • MD
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WI
        • WY

        Nick is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter® (CLU®) and Chartered Advisor in Philanthropy (CAP®) with the JMR Wealth Management Group.  His primary roles are new relationship development as well as providing comprehensive financial plans for families, individuals and businesses. Nick will work with you diligently to make sure you accomplish all of your goals, both financially and personally. His hope is to give you the resources and solutions to achieve that plan. He holds his series 7, 66, and 31 licenses. He is also licensed to offer life, accident and health insurances and variable annuities. Nick was selected by UBS Wealth Management to join their highly competitive Inter-Generational Advisor Program (IGAP). Through this program, Nick developed his skillset in comprehensive wealth planning and investment management.He joined the team after graduating cum laude with a Bachelor of Science degree in Finance from Lehigh University. Nick was a member of the Alpha Tau Omega fraternity and remains active in alumni affairs.  He currently resides in Hoboken, NJ.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 

          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Advisor in Philanthropy®
          • Chartered Life Underwriter®
          299 Park Avenue
          New York, NY 10171
        • David Maldonado

          David Maldonado, CFP, CLU, ChFC

          Vice President–Wealth Management

          Senior Wealth Strategy Associate

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          • CA
          • CT
          • DC
          • DE
          • FL
          • GA
          • IA
          • LA
          • MA
          • MD
          • MI
          • NC
          • NJ
          • NY
          • PA
          • PR
          • SC
          • TN
          • TX
          • VA
          • WI
          • WY

          David began his career as a financial professional in 1999. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®) and a Chartered Financial Consultant (ChFC®).  His role in the JMR Wealth Management Group is to oversee portfolio management, estate planning for clients and prospects by working with their other trusted advisors to formulate a concise wealth management plan. He is a Magna Cum Laude graduate of Baruch College with a Bachelor of Business Administration in Finance and Investments. He is an active member of the community and supports philanthropic causes.

              • CERTIFIED FINANCIAL PLANNER™
              • Chartered Financial Consultant
              • Chartered Life Underwriter®
              299 Park Avenue
              New York, NY 10171
            • Melinda Cavalier

              Melinda Cavalier

              Wealth Management Associate

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              • CA
              • CT
              • DE
              • FL
              • IA
              • MA
              • MI
              • NC
              • NJ
              • NY
              • PA
              • PR
              • SC
              • TN
              • TX
              • VA
              • WI
              • WY

              Melinda began her career in the financial services industry in 1989. She currently heads the marketing efforts for the JMR Wealth Management Group. Melinda works with the team to support and grow the assets under management of high net worth individuals. She manages the group's strategic client acquisition marketing efforts. Melinda is Series 7, 66 and 31 certified. She lives in Rutherford, NJ with her husband, Brian.

                    299 Park Avenue
                    New York, NY 10171
                  • Lily Martinez

                    Iliana "Lily" Martinez

                    Senior Client Associate

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                    • NJ

                    Lily Martinez is a Senior Client Service Associate and Operations Manager for the JMR Wealth Management Group. She oversees all daily operational matters and is dedicated to excellent customer service. Her efficiency and dedication to providing personal and responsive service, while helping to inform and educate clients is key to the JMR Wealth Management group's servicing model. Lily worked at Morgan Stanley for 16 years in various capacities including a Reorganization Support Specialist, Senior Sales Assistant and in her most recent role as Senior Registered Client Services Associate. She has her securities Series 7 license. She resides in Maywood, New Jersey with her husband Joe and two children Jonathan and Kiara

                     

                          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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