Your wealth. For generations.

Create your legacy for those who matter

Generational Family on Beach

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

Women-multigen family

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.

  • Michael

    Michael Nemeth

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CT
    • DE
    • FL
    • GA
    • MA
    • MD
    • ME
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • PR
    • SC
    • TN
    • TX
    • VA
    • WA

    Michael has been in the financial services industry since 1986.

    Michael takes a service-oriented, consultative approach with each of his clients in order to help them create realistic investment plans to achieve their goals. He emphasizes portfolio management with a focus on planning for retirement. He specializes in generating income and protecting capital over the long-term. His primary focus on the team is portfolio management and asset allocation.

    Michael lives Westfield with his wife and beagle Fritz. He enjoys travelling, going for runs, and spending time with his family in his free time.

          109 North Avenue
          2nd Floor
          Westfield, NJ 07090
        • monika

          Monika Nemeth

          Financial Advisor

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          • AL
          • AR
          • AZ
          • CT
          • DE
          • FL
          • GA
          • MA
          • MD
          • ME
          • NC
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • PR
          • SC
          • TN
          • TX
          • VA
          • WA

          Monika graduated from Saint Joseph's University in 2018. She has grown up in the financial services industry watching her father grow a business from the ground up and is excited to follow in his footsteps. She has a background in financial planning from her previous role at Morgan Stanley. Currently a candidate for the Certified Financial Planner (CFP®) certification, the industry standard-of-excellence in financial planning. She holds the Series 7, 63, and 66, securities licenses as well as Life, Accident and Health Insurance licenses.

          Monika transitioned to UBS Wealth Management in 2022. She values the strong relationships she makes while guiding families through generational planning. Her passion is delivering holistic plans and solutions to help clients achieve their financial goals.

          Monika lives in Hoboken where she enjoys exploring new restaurants and fitness classes as well as spending time with friends and family.

           

                109 North Avenue
                2nd Floor
                Westfield, NJ 07090
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                Rose McEwen

                Client Associate

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                        109 North Avenue
                        2nd Floor
                        Westfield, NJ 07090

                      Defining your priorities. Pursuing what matters.

                      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.

                      The circular economy: What is it?

                      Retirement planning

                      Retirement planning

                      Multigenerational families

                      Multigenerational families

                      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

                      Global leader

                      UBS is a world-leading wealth manager

                      #1

                      Serving the next generation

                      Euromoney Private Banking and Wealth Management Survey, 2020-2022