Let's move forward. Together.

The importance of choosing the right advisor

Three generations in the front yard

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Mother daughter ocean

Kevin Bertoncin, CFP®

Account Vice President

Financial Advisor

A graduate of Villanova University, Kevin entered the business in 2006 as a retirement consultant.

As a CERTIFIED FINANCIAL PLANNER™, Kevin focuses on the “kitchen table” conversations designed to help drive client success. His three-step planning process focuses on the unique “whos” and “whats” for each of his clients. By understanding a client’s passions, concerns and needs, Kevin is able to help build a financial road map for the families he works with. His passion is in confronting the challenges his clients face and being able to help navigate a path through those challenges.

Kevin and his wife Caitlyn live in Ridgefield, CT with their son, Ciaran, and their  daughter, Eileen. Caitlyn is a literary specialist at the Rippowam Cisqua School in Bedford, NY. When not working, Kevin and his family enjoy the peace and tranquility of Northern Fairfield County.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY
709 Westchester Avenue
Suite 400
White Plains, NY 10604
  • (914) 287-4720

Email Me

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Advice. Beyond investing.

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

Backed by the strength of UBS

A global leader in wealth management

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021

Global leader

UBS is a world-leading wealth manager

$2.8 trillion

In invested assets globally 
As of 06/30/2022