Your wealth. For generations.

Create your legacy for those who matter

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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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    • AR
    • AZ
    • CT
    • DE
    • FL
    • GA
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • PR
    • SC
    • 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
          michael.nemeth@ubs.com
          Michael Nemeth
          109 North Avenue,Westfield,NJ,07090
        • monika

          Monika Nemeth

          Financial Advisor

          Accredited Wealth Management Advisor℠

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

          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. She has passed the Accredited Wealth Management Advisor™ exam and is 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.

           

              • Accredited Wealth Management Advisor℠
              109 North Avenue
              2nd Floor
              Westfield, NJ 07090
              monika.nemeth@ubs.com
              Monika Nemeth
              109 North Avenue,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.

            Why does A.I. in space matter?

            Outlook on interest rates

            Multigenerational families

            Multigenerational families

            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.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            Global leader

            UBS is a leading and truly global wealth manager

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