The power of investing now

Michael has been in the financial services industry since 1986, bringing four decades of experience to every client relationship.

Michael takes a service-oriented, consultative approach with each of his clients, helping individuals, families, and business owners build realistic, comprehensive plans to achieve their financial goals. He works closely with business owners on strategies spanning succession planning, retirement, and long-term wealth preservation. His primary focus is portfolio management and asset allocation, with an emphasis on generating income and protecting capital over the long term. Michael is partnered on his team by his daughter, Monika Nemeth, a Financial Advisor and Accredited Wealth Management Advisor™, and together they pride themselves on being a steady, trusted resource for clients at every stage of their financial journey.

Michael lives in Westfield with his wife. He has four adult children and enjoys traveling, cycling, and spending time with his family in his free time.

Monika Nemeth is a Financial Advisor with UBS Wealth Management, where she is dedicated to helping individuals, families, and small business owners navigate complex financial decisions with confidence. She joined UBS in 2022 and is passionate about building meaningful, long-term relationships while guiding clients through comprehensive, generational, and business-focused planning strategies.

Monika graduated from Saint Joseph’s University in 2018 and has been immersed in the financial services industry from an early age. Inspired by her father’s entrepreneurial journey in building a business from the ground up, she is proud to follow in his footsteps and continue that legacy of service and trust.

Prior to joining UBS, Monika worked at Morgan Stanley, where she developed a strong foundation in financial planning. She has earned the Accredited Wealth Management Advisor™ (AWMA®) designation and holds Series 7, 63, and 66 securities licenses, as well as Life, Accident, and Health Insurance licenses.

Monika lives in Hoboken with her husband. Outside of work, she enjoys exploring new restaurants, staying active through fitness classes, and spending quality time with friends and family.

Zach graduated from Hartwick College in 2023 with a B.A. in Economics and a B.S. in Business Administration. He then went on to complete a graduate certificate program at Rutgers University in Labor & Employment Relations. Zach has a vested interest in personal finance & wealth management strategies and currently holds Series 7 and Series 66 license. 

Zach was a 4 year member of the Hartwick College Men’s Basketball team, including two years as a Team-Captain. Additionally, he spent his graduate year at Rutgers as a member of the Men’s Basketball team.

Through integrating discipline from his athletics background, he leans on teamwork, strong analytical skills and consistency to succeed in the workplace.