Begin with a plan

For your goals. For your future.

Pencil and ruler on blueprints

Today, in a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, we can provide you with advice that is tailored to your unique circumstances and priorities. We'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, we will continue to adjust your plan should circumstances change so you can embrace your financial future with confidence no matter what the environment.

Three people sitting in office

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.

  • Jennifer Kraus

    Jennifer L. Kraus, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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    • Forbes America’s Top Women Wealth Advisors, 2020, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2018The 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. 
    • Forbes Best-in-State Women Wealth Advisors, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year. 

        1285 Avenue Of The Americas
        15th, 16th,17th, + 18th Floors
        New York, NY 10019
      • Chris Palmieri

        Christopher M. Palmieri, CIMA, CSSC

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY

              1285 Avenue Of The Americas
              New York, NY 10019

            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.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager