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#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
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.
Director
CERTIFIED FINANCIAL PLANNER™
Passion and Purpose
Personal Wealth Management is the only industry I have professionally known. My interest in the capital markets started early in life. After realizing I could combine my passion of the markets with helping people better understand matters of personal finance to achieve their life goals, I knew I had found my purpose.
A Team Approach Focused on You
My team and I help families organize, plan, and manage all aspects of their financial life. Whether it is ensuring a successful transition of wealth across generations, or guiding a client to a new strategy, their goals become our priority, and we are constantly looking for opportunities to get them closer to achieving and sustaining them.
Unique Background
In addition to serving as a Financial Advisor, I have previously been a member of UBS’s Field Leadership team for many years. This has afforded me a very broad perspective on the business which most Advisors never see. While overseeing multiple offices in New York State and coaching many Advisors through all stages of their career, I have observed many client situations and solutions which I feel has made me a better advisor to my clients.
Outside UBS
When not wearing the wealth management hat, I enjoy reading, specifically about American history, and taking advantage of the outdoors by going for long runs or hitting the links with my spouse.
Education
Credentials
Michael Abraham, CFP® is also part of:
Shemirani Rocca Wealth Management
Lets connect
Director
CERTIFIED FINANCIAL PLANNER™
Passion and Purpose
Personal Wealth Management is the only industry I have professionally known. My interest in the capital markets started early in life. After realizing I could combine my passion of the markets with helping people better understand matters of personal finance to achieve their life goals, I knew I had found my purpose.
A Team Approach Focused on You
My team and I help families organize, plan, and manage all aspects of their financial life. Whether it is ensuring a successful transition of wealth across generations, or guiding a client to a new strategy, their goals become our priority, and we are constantly looking for opportunities to get them closer to achieving and sustaining them.
Unique Background
In addition to serving as a Financial Advisor, I have previously been a member of UBS’s Field Leadership team for many years. This has afforded me a very broad perspective on the business which most Advisors never see. While overseeing multiple offices in New York State and coaching many Advisors through all stages of their career, I have observed many client situations and solutions which I feel has made me a better advisor to my clients.
Outside UBS
When not wearing the wealth management hat, I enjoy reading, specifically about American history, and taking advantage of the outdoors by going for long runs or hitting the links with my spouse.
Education
Credentials
Michael Abraham, CFP® is also part of:
Shemirani Rocca Wealth Management
Lets connect
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Traditional or Roth?
For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022