$3.3 trillion
In invested assets globally
As of 12/31/2021
As a retirement plan sponsor, you face daily challenges simplifying the complexity of a changing regulatory environment.
As a plan participant, you want to know you are making the most of your benefits.
And as an affluent family, you may have questions about how best to preserve all you have built and pass it on to the people and causes that matter most to you.
At the Northeast Financial Group, we are counted on by a wide array of Corporate Retirement Plan Sponsors and their trusted advisors. Consulting with more than 70 corporate, non-profit and public institutions, we help plan participants get the education and guidance they need to face retirement realities of today. Working closely with wealthy families, our team offers all of the personal attention of an intimate practice with the strength, security and expertise of UBS, one of the largest wealth managers in the world.
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.
Senior Vice President–Wealth Management
Senior Portfolio Manager
Managing Director–Wealth Management
Senior Portfolio Manager
Investment Associate
CERTIFIED FINANCIAL PLANNER™
Investment Associate
Chartered Retirement Plans Specialist℠
Senior Client Service Associate
Chartered Retirement Plans Specialist℠
Senior Vice President–Wealth Management
Senior Portfolio Manager
Managing Director–Wealth Management
Senior Portfolio Manager
Investment Associate
CERTIFIED FINANCIAL PLANNER™
Investment Associate
Chartered Retirement Plans Specialist℠
Senior Client Service Associate
Chartered Retirement Plans Specialist℠
Today’s retirement plan landscape is changing rapidly. As a plan sponsor, you may face daily challenges optimizing your plan, meeting your fiduciary and regulatory obligations, and educating your employees. Our team can work with ERISA attorneys, 401(k) auditing firms, financial advisors and investment bankers to help you meet your needs.
As Senior Institutional Consultants, we take the time to understand your organization's unique culture and provide the experience, resources and industry longevity to help simplify plan complexity. Our clients span various industries and we offer extensive experience with all the major providers, servicing over 5,000 employees and approximately $2 Billion in qualified plan and individual client assets (as of 12/19).
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.3 trillion
In invested assets globally
As of 12/31/2021
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
