12 person
seasoned team
At The Kravitz Group, we understand the complex financial needs of successful families and individuals. We are an experienced, multigenerational advisory team that looks deeply at all aspects of your life to develop a tailored financial planning strategy. In crafting your customized plan, we deliver relevant and timely advice and collaborate with your trusted advisors to provide tax-efficient investment solutions.
Our team offers a boutique level of service that is backed by the strength and stability of a global leader. UBS is one of the largest wealth managers in the world, advising clients for more than 150 years. This allows our group to access a vast network of global analysts, specialists, and professionals. Additionally, UBS has a depth of experience in investments, banking, and asset management. This allows our team to provide the perspective, strategies, and insights to make prudent financial decisions.
12 person
seasoned team
1.2 billion
Assets under management
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.
Managing Director–Wealth Management
Certified Investment Management Analyst®
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Account Vice President
Financial Advisor
Financial Advisor
Certified Exit Planning Advisor
Team Administrator
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER®
Senior Wealth Strategy Associate
Client Associate
Senior Client Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Certified Investment Management Analyst®
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Account Vice President
Financial Advisor
Financial Advisor
Certified Exit Planning Advisor
Team Administrator
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER®
Senior Wealth Strategy Associate
Client Associate
Senior Client Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
An overview of philanthropic strategies and their impact to help you evaluate different options.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
