Global access. Strategic solutions.

Private Wealth Management

[PWM] Madrid, Spain

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Maria Farhat Tanzola

Senior Vice President–Wealth Management

Maria Farhat Tanzola, Senior Vice President joined UBS in 2012 culminating 30+ years in Private Wealth Management.  Maria leads the team in delivering all aspects of wealth management and planning to ultra high net worth families. She provides insightful execution helping to relieve her clients of the worries and burdens of their wealth.   Maria is a founding member of UBS Sustainable Investment Advisory Council and was the creator of ImpactNJ, an investment strategy focused on supporting the rebuild efforts of New Jersey communities.

A very committed member of the community, Maria spends much of her personal time involved with many non-profit organizations such as the Foodbank of Monmouth & Ocean County, Monmouth Park Charity Fund, Council of New Jersey Grantmakers and was most recently honored as a Woman of Distinction of the Girl Scouts of America.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KS
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
  • Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
  • Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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


  • Cannon Financial Institute
  • Aresty Institute of Executive Education - Private Wealth Management, The Wharton School
  • Moravian College
2107 Route 34
Suite 102
Wall, NJ 07719
  • (732) 223-7851

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Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager