Our insights. Your plan. Simplified.

Benefits from our collaborative approach

The Kleiman Wealth Management Group is committed to helping you plan for your future by providing comprehensive wealth management strategies for all your financial needs. Families, business owners and corporate executives count on us for our trusted advice, effective management of risk and commitment to the highest levels of service.

With a focus on preserving and growing wealth, we deliver personalized solutions. Whether it’s planning for your retirement or helping to protect your estate for your children and grandchildren, we have the experience to help you work toward all your goals. With our access to the global resources of UBS, one of the world’s largest wealth managers, we can offer you the firm’s perspective and insights.

Start the conversation

At The Kleiman Wealth Management Group, we take a disciplined, risk-based approach to wealth management and portfolio planning. Our focus is on delivering tailored strategies that balance growth and protection, ensuring your wealth is managed with precision and purpose. With a concierge-level client experience and a team deeply committed to proactive communication, we provide the clarity and confidence you need to navigate your financial future.
- Jonathan Kleiman

The proof is in our numbers

$1.2 billion+

Assets under management

284

Collective years of experience

Investment professionals on the team

Unlock a wealth of possibilities with us

Our mission is to provide comprehensive wealth management strategies, personalized to your needs. We know each client is different so we offer focused advice specifically geared to where you want to go—and help you get there. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Jonathan Kleiman

Managing Director–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
As the head of The Kleiman Wealth Management Group, Jonathan's role is to oversee portfolio management, estate planning and risk management by working with our clients' and prospects' other trusted advisors to formulate a concise wealth management plan. With more than 29 years experience as a Financial Advisor, Jonathan began his career with Prudential Securities, which became Wachovia. He moved to Morgan Stanley Smith Barney where he rose to Senior Vice President and Producing Suffolk County Complex Business Development Officer, a position he held until he joined UBS.

Jonathan received his bachelor degree in business management and economics with a concentration in personal finance from the State University of New York. He earned a Certificate in Financial Planning from C.W. Post LIU College and holds his Series 7, 63 and 65, as well as life, health and variable annuity licenses. Jonathan and his wife, Jennifer, reside on Long Island with their three daughters. Jonathan is active with numerous community charitable events, he mentors veteran's transition from the military into the private sector, and he serves on the board of Man Cave Health. In his spare time he enjoys cooking, golf and travel.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Chairman’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- State University Of New York, BS, Business Management and Economics
- Senior Portfolio Manager
Legacy planning

Exit planning

Custom portfolios

Business owners

Securities-backed lending

58 South Service Road
Suite 310
Melville, NY 11747

jonathan.kleiman@ubs.com,ryan.einig@ubs.com,tina.somma@ubs.com

Jonathan Kleiman

58 South Service Road,Melville,NY,11747
Ryan Einig, CDFA

Senior Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WI
- WY
Ryan joined The Kleiman Wealth Management Group from Oppenheimer & Co., where he served as a Financial Advisor focused on customized bond portfolio development and review, as well as equities and mutual fund recommendations. Previously, he worked the multi-million dollar middle-market sales and service desk at Morgan Stanley Smith Barney. Due to his experience with a savings bank and a law firm, Ryan emphasizes meticulous service, collaboration, dependability and integrity.

Currently, Ryan's primary responsibilities include financial planning, portfolio reviews and business development. He earned his bachelor degree in business management with a focus in finance and a minor in history from Stony Brook University. He holds Series 7 and 66 securities licenses as well as life, accident and health insurance licenses. A lifelong resident of Massapequa, Ryan is active with Stony Brook's alumni networking and internship program. He enjoys golf, travel and attending various sporting events.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Stony Brook University, BS, Business Management
- Portfolio Manager
- Certified Divorce Financial Analyst
Financial planning

Retirement planning

Estate planning strategies

Business succession

Investing

58 South Service Road
Suite 310
Melville, NY 11747

ryan.einig@ubs.com

Ryan Einig, CDFA

58 South Service Road,Melville,NY,11747
Carmen Flamino, CFP

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Carmen joins The Kleiman Wealth Management Group with 42 years of experience with UBS. He began his financial services career with UBS as a Vice President of Human Resources Recruitment and Training, a position he held for 13 years. He then went on to become a Financial Advisor specializing in equity portfolio construction and financial planning.

Carmen has a BBA in Finance from Hofstra University, and earned an MBA in economics for New York University as well as his CFP designation. He holds his Series 7, 8, 63 and 65, as well as life and health insurance licenses. Carmen was inducted into Holy Cross High School Hall of Fame and actively supports their fundraising campaigns as well as numerous other community based initiatives. He previously served on the Holy Cross High School board and currently sits on the Columbus Citizens Foundation High School Scholarship committee - interviewing and selecting deserving scholarship applicants on an annual basis. Carmen and his wife live in Nesconset with their dog Rosie and in his spare time he enjoys swimming, exercise and reading.
- Forbes Best-in-State Wealth Management Teams, 2023, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Hofstra University, BBA Finance
- New York University, MBA Economics
- CFP
58 South Service Road
Suite 310
Melville, NY 11747

carmen.flamino@ubs.com

Carmen Flamino, CFP

58 South Service Road,Melville,NY,11747
Michele Meilamed, CDFA

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Michele Meilamed is a seasoned financial advisor with over 20 years of experience in the industry.

She began her career in 1998 at Merrill Lynch, where she developed a passion for providing clients with personalized financial solutions. After several successful years at Merrill Lynch, Michele transitioned to Morgan Stanley, where she continued to build her expertise in financial planning and investment management.

Throughout her career, Michele has remained committed to helping her clients achieve their financial goals through a holistic approach to wealth management. She believes that true financial success requires a deep understanding of her clients' unique circumstances and values, and she works closely with each client to develop a customized plan that aligns with their objectives.

In 2020, Michele joined UBS, where she continues to focus on delivering comprehensive wealth management solutions to her clients. Her expertise includes retirement planning, tax-efficient investing, estate planning, and risk management.

Michele graduated from Adelphi University with a BA in sociology and holds her Certified Divorce Financial Analyst designation. She is a dedicated mother of two children and enjoys spending her free time at the beach, boating and jet skiing with her husband Vic. With her deep knowledge of the financial industry and her commitment to putting clients first, Michele is a valuable asset to The Kleiman Wealth Management team and a trusted partner for her clients.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
58 South Service Road
Suite 310
Melville, NY 11747

michele.meilamed@ubs.com

Michele Meilamed, CDFA

58 South Service Road,Melville,NY,11747
Tina Somma

Wealth Strategy Associate

Relationship Manager
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- VA
- WI
Tina entered the financial services industry in 1989, working in the accounting department of an investment advisory firm. She transitioned to the advisory side, providing performance reporting for clients. In 1992, she joined the institutional desk for Commercial National Bank, assisting brokers in managing regional bank portfolios and preparing risk analysis reports. She joined Jonathan Kleiman at Prudential Securities in 1999 and moved with him to Morgan Stanley Smith Barney, and eventually to UBS in 2012.

Currently, Tina heads the marketing efforts for The Kleiman Wealth Management Group. She works with the team to support and grow the assets under management of high net worth individuals. Tina also prepares all documentation required for client review meetings. She received her bachelor degree in accounting from Baruch College. She holds her Series 7, 63 and 65, as well as life, health and variable annuity licenses. Tina lives on Long Island with her daughter and is a Reiki Master Teacher.
- Baruch College, BA, Accounting
- Relationship Manager
58 South Service Road
Suite 310
Melville, NY 11747

tina.somma@ubs.com

Tina Somma

58 South Service Road,Melville,NY,11747
Rosemarie Davitt

Director

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- KY
- LA
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WI
Rosemarie’s love of mathematics and accounting propelled her into the financial services industry in 1980. She joined UBS two years later as a registered customer service associate and in 1994 she became an administrative manager. Roe joined the Kleiman Wealth Management Group in June 2021. She engages in daily client conversations, provides and manages all daily operational matters for the team. Additionally, she helps the KWMG team with financial planning and advanced portfolio analytics. Roe holds her Series 3, 7, 8 & 63, as well as life, accident and health insurance licenses.

Rosemarie lives in Bethpage, NY and has two children—Cristina Marie, who teaches severely autistic high school children & Brian John, who is currently a resident doctor at Cohen’s Children’s Medical in New Hyde Park, NY. An avid supporter of breast cancer awareness, Rosemarie organizes, participates and raises funds for the annual Making Strides of Long Island Breast Cancer Walk at Jones Beach. Living on Long Island affords Rosemarie the opportunity for her favorite pastime: relaxing and reading by the shore.
58 South Service Road
Suite 310
Melville, NY 11747

rosemarie.davitt@ubs.com

Rosemarie Davitt

58 South Service Road,Melville,NY,11747

Terrence Murphy

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- WI
Terrence joined the Kleiman Wealth Management Group in 2022 and has over 25 years experience in the financial industry. After spending 15 years working on Citigroup’s equity trading desk in various roles, he moved to the advisory side joining Merrill Lynch in 2011 as part of their FA training program. He joined UBS in 2021 and as part of the KWMG he is involved in all aspects of the team’s day to day operations. Terrence is a Chartered Retirement Planning Counselor (CRPC) and holds FINRA Series 7,24, 55, 63 & 66 licenses.

Terrence currently resides in Rockville Centre with his wife Kathleen and their two children, Caitlin and Erin. He’s involved in several charities including JDRF in support of his daughter Erin who was diagnosed with Type 1 Diabetes. Terrence and his family have participated in numerous fundraising efforts to help find a cure. In his spare time he enjoys spending time with family and friends and watching his daughters play lacrosse.
58 South Service Road
Suite 310
Melville, NY 11747

terrence.murphy@ubs.com

Terrence Murphy

58 South Service Road,Melville,NY,11747

Jonathan Kleiman

Managing Director–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
As the head of The Kleiman Wealth Management Group, Jonathan's role is to oversee portfolio management, estate planning and risk management by working with our clients' and prospects' other trusted advisors to formulate a concise wealth management plan. With more than 29 years experience as a Financial Advisor, Jonathan began his career with Prudential Securities, which became Wachovia. He moved to Morgan Stanley Smith Barney where he rose to Senior Vice President and Producing Suffolk County Complex Business Development Officer, a position he held until he joined UBS.

Jonathan received his bachelor degree in business management and economics with a concentration in personal finance from the State University of New York. He earned a Certificate in Financial Planning from C.W. Post LIU College and holds his Series 7, 63 and 65, as well as life, health and variable annuity licenses. Jonathan and his wife, Jennifer, reside on Long Island with their three daughters. Jonathan is active with numerous community charitable events, he mentors veteran's transition from the military into the private sector, and he serves on the board of Man Cave Health. In his spare time he enjoys cooking, golf and travel.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Chairman’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- State University Of New York, BS, Business Management and Economics
- Senior Portfolio Manager
Legacy planning

Exit planning

Custom portfolios

Business owners

Securities-backed lending

58 South Service Road
Suite 310
Melville, NY 11747

jonathan.kleiman@ubs.com,ryan.einig@ubs.com,tina.somma@ubs.com

Jonathan Kleiman

58 South Service Road,Melville,NY,11747
Ryan Einig, CDFA

Senior Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WI
- WY
Ryan joined The Kleiman Wealth Management Group from Oppenheimer & Co., where he served as a Financial Advisor focused on customized bond portfolio development and review, as well as equities and mutual fund recommendations. Previously, he worked the multi-million dollar middle-market sales and service desk at Morgan Stanley Smith Barney. Due to his experience with a savings bank and a law firm, Ryan emphasizes meticulous service, collaboration, dependability and integrity.

Currently, Ryan's primary responsibilities include financial planning, portfolio reviews and business development. He earned his bachelor degree in business management with a focus in finance and a minor in history from Stony Brook University. He holds Series 7 and 66 securities licenses as well as life, accident and health insurance licenses. A lifelong resident of Massapequa, Ryan is active with Stony Brook's alumni networking and internship program. He enjoys golf, travel and attending various sporting events.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Stony Brook University, BS, Business Management
- Portfolio Manager
- Certified Divorce Financial Analyst
Financial planning

Retirement planning

Estate planning strategies

Business succession

Investing

58 South Service Road
Suite 310
Melville, NY 11747

ryan.einig@ubs.com

Ryan Einig, CDFA

58 South Service Road,Melville,NY,11747
Carmen Flamino, CFP

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Carmen joins The Kleiman Wealth Management Group with 42 years of experience with UBS. He began his financial services career with UBS as a Vice President of Human Resources Recruitment and Training, a position he held for 13 years. He then went on to become a Financial Advisor specializing in equity portfolio construction and financial planning.

Carmen has a BBA in Finance from Hofstra University, and earned an MBA in economics for New York University as well as his CFP designation. He holds his Series 7, 8, 63 and 65, as well as life and health insurance licenses. Carmen was inducted into Holy Cross High School Hall of Fame and actively supports their fundraising campaigns as well as numerous other community based initiatives. He previously served on the Holy Cross High School board and currently sits on the Columbus Citizens Foundation High School Scholarship committee - interviewing and selecting deserving scholarship applicants on an annual basis. Carmen and his wife live in Nesconset with their dog Rosie and in his spare time he enjoys swimming, exercise and reading.
- Forbes Best-in-State Wealth Management Teams, 2023, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Hofstra University, BBA Finance
- New York University, MBA Economics
- CFP
58 South Service Road
Suite 310
Melville, NY 11747

carmen.flamino@ubs.com

Carmen Flamino, CFP

58 South Service Road,Melville,NY,11747
Michele Meilamed, CDFA

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Michele Meilamed is a seasoned financial advisor with over 20 years of experience in the industry.

She began her career in 1998 at Merrill Lynch, where she developed a passion for providing clients with personalized financial solutions. After several successful years at Merrill Lynch, Michele transitioned to Morgan Stanley, where she continued to build her expertise in financial planning and investment management.

Throughout her career, Michele has remained committed to helping her clients achieve their financial goals through a holistic approach to wealth management. She believes that true financial success requires a deep understanding of her clients' unique circumstances and values, and she works closely with each client to develop a customized plan that aligns with their objectives.

In 2020, Michele joined UBS, where she continues to focus on delivering comprehensive wealth management solutions to her clients. Her expertise includes retirement planning, tax-efficient investing, estate planning, and risk management.

Michele graduated from Adelphi University with a BA in sociology and holds her Certified Divorce Financial Analyst designation. She is a dedicated mother of two children and enjoys spending her free time at the beach, boating and jet skiing with her husband Vic. With her deep knowledge of the financial industry and her commitment to putting clients first, Michele is a valuable asset to The Kleiman Wealth Management team and a trusted partner for her clients.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
58 South Service Road
Suite 310
Melville, NY 11747

michele.meilamed@ubs.com

Michele Meilamed, CDFA

58 South Service Road,Melville,NY,11747
Tina Somma

Wealth Strategy Associate

Relationship Manager
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- VA
- WI
Tina entered the financial services industry in 1989, working in the accounting department of an investment advisory firm. She transitioned to the advisory side, providing performance reporting for clients. In 1992, she joined the institutional desk for Commercial National Bank, assisting brokers in managing regional bank portfolios and preparing risk analysis reports. She joined Jonathan Kleiman at Prudential Securities in 1999 and moved with him to Morgan Stanley Smith Barney, and eventually to UBS in 2012.

Currently, Tina heads the marketing efforts for The Kleiman Wealth Management Group. She works with the team to support and grow the assets under management of high net worth individuals. Tina also prepares all documentation required for client review meetings. She received her bachelor degree in accounting from Baruch College. She holds her Series 7, 63 and 65, as well as life, health and variable annuity licenses. Tina lives on Long Island with her daughter and is a Reiki Master Teacher.
- Baruch College, BA, Accounting
- Relationship Manager
58 South Service Road
Suite 310
Melville, NY 11747

tina.somma@ubs.com

Tina Somma

58 South Service Road,Melville,NY,11747
Rosemarie Davitt

Director

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- KY
- LA
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WI
Rosemarie’s love of mathematics and accounting propelled her into the financial services industry in 1980. She joined UBS two years later as a registered customer service associate and in 1994 she became an administrative manager. Roe joined the Kleiman Wealth Management Group in June 2021. She engages in daily client conversations, provides and manages all daily operational matters for the team. Additionally, she helps the KWMG team with financial planning and advanced portfolio analytics. Roe holds her Series 3, 7, 8 & 63, as well as life, accident and health insurance licenses.

Rosemarie lives in Bethpage, NY and has two children—Cristina Marie, who teaches severely autistic high school children & Brian John, who is currently a resident doctor at Cohen’s Children’s Medical in New Hyde Park, NY. An avid supporter of breast cancer awareness, Rosemarie organizes, participates and raises funds for the annual Making Strides of Long Island Breast Cancer Walk at Jones Beach. Living on Long Island affords Rosemarie the opportunity for her favorite pastime: relaxing and reading by the shore.
58 South Service Road
Suite 310
Melville, NY 11747

rosemarie.davitt@ubs.com

Rosemarie Davitt

58 South Service Road,Melville,NY,11747
Terrence Murphy

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- WI
Terrence joined the Kleiman Wealth Management Group in 2022 and has over 25 years experience in the financial industry. After spending 15 years working on Citigroup’s equity trading desk in various roles, he moved to the advisory side joining Merrill Lynch in 2011 as part of their FA training program. He joined UBS in 2021 and as part of the KWMG he is involved in all aspects of the team’s day to day operations. Terrence is a Chartered Retirement Planning Counselor (CRPC) and holds FINRA Series 7,24, 55, 63 & 66 licenses.

Terrence currently resides in Rockville Centre with his wife Kathleen and their two children, Caitlin and Erin. He’s involved in several charities including JDRF in support of his daughter Erin who was diagnosed with Type 1 Diabetes. Terrence and his family have participated in numerous fundraising efforts to help find a cure. In his spare time he enjoys spending time with family and friends and watching his daughters play lacrosse.
58 South Service Road
Suite 310
Melville, NY 11747

terrence.murphy@ubs.com

Terrence Murphy

58 South Service Road,Melville,NY,11747

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Comprehensive planning for significant wealth

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Maximize your potential wealth

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Empower your investments

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Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

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Personal planning for start-up founders

As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.

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Share it well

Discussing and dividing wealth across generations

Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.

Our insights, your challenges—simplified

We help guide people through significant transitions and those navigating complex financial lives.

Passing your wealth on to others

Passing your wealth on to others

For families with substantial wealth, having an experienced team to help you thoughtfully address how to pass your wealth to others can make all the difference. We have deep experience advising multigenerational families on the strategies to help maximize your wealth’s impact, now and for the future.

We can help you develop a plan for passing on your wealth to future generations that makes sense for your family, while also aligning with your overall objectives and investment goals.

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Start the conversation

Take charge of your wealth

When it comes to managing wealth, women often bring unique considerations and challenges to the table. We have the experience and understanding to work with you to help you make astute, informed decisions about your financial life—with education, targeted support and, importantly, empathy. So that you feel empowered to face the future with confidence.

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You’re selling within the year

Finalize your trust and estate strategies
Work with us to interview and select the investment banker that works best for you
Finalize your exit plan and focus on getting the best deal for the sale
Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
As needed, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

Learn more

Connect with us

Start the conversation

Connect with us

Finalize your trust and estate strategies
Work with us to interview and select the investment banker that works best for you
Finalize your exit plan and focus on getting the best deal for the sale
Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
As needed, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

Learn more

Connect with us

UBS Private Wealth Management

You. Connected.

There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

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They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

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Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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UBS is a leading and truly global wealth manager

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The proof is in our numbers

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Jonathan Kleiman

Ryan Einig, CDFA

Carmen Flamino, CFP

Michele Meilamed, CDFA

Tina Somma

Rosemarie Davitt

Terrence Murphy

Jonathan Kleiman

Ryan Einig, CDFA

Carmen Flamino, CFP

Michele Meilamed, CDFA

Tina Somma

Rosemarie Davitt

Terrence Murphy

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*

Education

Credentials

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*

Education

Credentials

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One relationship. All of Private Wealth Management.

Comprehensive planning for significant wealth

A leading global wealth manager

Maximize your potential wealth

Estate planning strategies

Empower your investments

Retirement planning

Tailored advice

Planning for the sale of a closely held business

Personal planning for start-up founders

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Our insights, your challenges—simplified

Our insights, your challenges—simplified

Passing your wealth on to others

Passing your wealth on to others

Take charge of your wealth

Take charge of your wealth

You’re selling within the year

You’re selling within the year

UBS Private Wealth Management

A leader in wealth management

Backed by the strength of our parent company, UBS AG

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