Your lasting legacy

Three generation family walking on the beach

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

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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.

  • Helene

    Helene Naftali

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • IN
    • MD
    • MI
    • NJ
    • NY
    • OH
    • PA
    • TN
    • TX
    • VA
    • VT

    Helene Naftali is a Senior Vice President of Investments at UBS Financial Services with over 30 years of investment experience. She has successfully guided her clients through four major recessions and many downturns, as well as innumerable personal crises. Helene has advanced training as a psychotherapist as well, which when combined with her investment experience creates a unique background for helping clients with major life transitions or entering life altering milestones such as retirement. She holds a Bachelor's degree from Binghamton University and a Master's degree from NYU.

      • Binghamton University
      • New York University, M.A.
        61 South Paramus Road
        Mack Center IV, 4th Floor
        Paramus, NJ 07652
      • Tom

        Thomas Margaritondo

        Financial Advisor

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        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • MD
        • MI
        • NJ
        • NY
        • OH
        • PA
        • TN
        • TX
        • VA
        • VT

        Tom was invited to join The Naftali Wealth Management Group in 2019, to bring new ideas, vitality, and innovation to the team. As a Financial Advisor, Tom’s strengths in financial planning, investment analysis, and client service compliment the Naftali Wealth Management Group’s focus of enhancing returns while removing the stress of finances.

        Tom holds a B.S. in Finance from Rutgers University – New Brunswick, and is currently pursuing his CFP® certification. He currently holds his series 7 and 66 licenses. He also holds health and life insurance licenses.

        Tom currently splits his time between living in NJ and NY. In his free time, he enjoys snowboarding, car shows, playing the piano, and spending time with his family and friends.

              61 South Paramus Road
              Mack Center IV, 4th Floor
              Paramus, NJ 07652
            • Crystal Roger

              Crystal Roger

              Team Administrator

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              • CA
              • CO
              • CT
              • FL
              • MD
              • MI
              • NJ
              • NY
              • PA
              • TX
              • VA
              • VT

              Crystal joined UBS in 2017 and has over 15 years of experience in the financial service industry. As Team Administrator, she is responsible for all aspects of the Naftali Wealth Management Group’s client service.

              Crystal graduated Summa Cum Laude from Johnson & Wales University, earning a B.S. degree in Financial Service Management.

              Crystal currently holds her Series 7, 63, 65, 31, 9, & 10 licenses. She also holds health and life insurance licenses.

              In her free time, Crystal enjoys keeping active, attending Broadway shows and traveling.

                    61 South Paramus Road
                    Mack Center IV, 4th Floor
                    Paramus, NJ 07652
                  • Jeremy

                    Jeremy Sacks

                    Senior Wealth Strategy Associate

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                    • CO
                    • FL
                    • NJ
                    • NY

                    Jeremy joined the Naftali Wealth Management Group in 2017. As a Senior Wealth Strategist, he is responsible for developing, analyzing, and reviewing current wealth management plans and strategies for the team.

                    Jeremy graduated from Miami University, earning a B.S. degree in Finance. He is currently a level 2 CFA® candidate and holds his Series 7 and 66 licenses.

                    In his free time, Jeremy enjoys snowboarding and hiking.

                          370 17th Street
                          Suite 4100
                          Denver, CO 80202

                        The Year Ahead - Sustainable Investing

                        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

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