Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Michael J. Dietrich, AAMS, CFP

First Vice President–Wealth Management

Financial Advisor

With over 20 years of experience, Michael built his practice helping clients with their financial planning and investment needs. During his career, Michael has witnessed both the private and institutional sides of the financial industry, enabling him to bring valuable market insights to his practice. Additionally, this experience helps him to have a strong understanding of the firm and how to use the resources to benefit his clients. He has formalized his experience by completing the rigorous certification process and achieving the designation of Certified Financial Planner®. Michael has also been named to the UBS Portfolio Management Program (PMP), which allows UBS advisors to act as a discretionary investment manager.

Throughout his career, Michael has worked with affluent individuals and their families to plan for a more secure future. These clients include business owners, professionals, and corporate executives. By helping clients to clearly identify their goals, he works to create a financial plan and investment strategy to meet that purpose. As a CFP®, Michael possesses knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. Michael focuses on investment and risk management, income generation and income maximization strategies, insurance needs, and wealth transfer strategies.

Michael is a board member and past president of the Rotary Club of Fanwood-Scotch Plains. He is also a board member of the Dance Innovation Performance Foundation.

Michael is the proud father of two sons. In his spare time he enjoys boating and he is a certified Yoga Instructor.

Registered States:
  • AK
  • CA
  • CO
  • DE
  • FL
  • MA
  • ME
  • NC
  • NJ
  • NY
  • PA
  • WI

Education

  • B.S. Business Management, cum laude, Fairleigh Dickinson University

Credentials

  • Accredited Asset Management Specialist
  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager
109 North Avenue
2nd Floor
Westfield, NJ 07090
  • (908) 789-3175

Email Me

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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As of 03/31/2024

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