Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Nancy Matta Profile Photo

    Nancy Matta, CFP, CIMA, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IN
    • MA
    • MO
    • NC
    • NJ
    • NY
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI
    • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 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, 2019, 2020, 2021, 2022The 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, 2020, 2021, 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.

    • SUNY at Oneonta
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Chartered Retirement Planning Counselor℠
    299 Park Avenue
    New York, NY 10171
  • Joseph Romeo Profile Photo

    Joseph Romeo

    Wealth Strategy Associate

    CERTIFIED FINANCIAL PLANNER™

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    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IN
    • MA
    • MO
    • MT
    • NC
    • NJ
    • NY
    • PA
    • RI
    • SC
    • TX
    • WA

    Joe joined the Verma & Matta Wealth Management Group as a Registered Client Service Associate in 2018. He has over 6 years of experience working in the financial services industry and maintains his series 7 and 66 licenses as well as his life accident and health license.

    Joe is responsible for handling daily client requests and creating an exceptional client experience. He graduated from SUNY College at Old Westbury in 2014 with a major in Education and a minor in Mathematics.

    Joe resides on Long Island, New York and is an avid Mets and Jets fan. In his spare time, he enjoys spending time with his family, golfing, and cooking.

      • SUNY College at Old Westbury, major in Education and a minor in Mathematics
      • Certified Financial Planner
      • CERTIFIED FINANCIAL PLANNER™
      299 Park Avenue
      New York, NY 10171

    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