How can you pursue what matters most?

Perlberg team photo

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Plans

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.

  • Alan Perlberg

    Alan Perlberg

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • DE
    • FL
    • MA
    • MD
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA

    Alan has been a financial advisor for over 38 years, having started his career at Shearson Hayden Stone in New York City in 1975.

    He measures his success on the ability of his clientele to meet their long-term financial goals. Through the UBS Financial Services platform, Alan and his team offer a full complement of comprehensive wealth management services including portfolio construction and management; retirement income and cash flow planning; life insurance analysis and funding; college savings plans; access to banking and lending services; and a full complement of estate planning strategies and wealth transfer services.

    Alan received his college education at The Ohio State University. In his spare time he enjoys running and playing softball. He lives with his wife Wendy in South Orange, New Jersey. They have two children.

      • Ohio State University
      • Wealth Advisor
      51 JFK Parkway
      Suite 303
      Short Hills, NJ 07078
    • Alex R. Perlberg

      Alex Perlberg

      Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • MA
      • MD
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OR
      • PA
      • SC
      • TX
      • VA
      • VT

      Given his father's longevity as a financial advisor, Alex has been immersed in this business for as long as he can remember. Officially entering the business in 2009 with Smith Barney, Alex has aspired to follow in his father's footsteps as a well-respected wealth manager, with a long-term focus on financial planning strategies for clients.

      Alex handles the group's discovery & due-diligence meetings with clients through insightful conversations to understand their immediate long-term goals and the critical financial decisions they need to make to successfully pursue those goals over a lifetime. Along with Alan, Alex plays an integral role in the comprehensive financial planning efforts for clients. He prepares goal-oriented, tailored comprehensive financial blueprints that include cash flow and income analysis for retirement purposes. Alex has also earned his CMFC® professional designation. The CMFC® program was developed in conjunction with the Investment Company institute, and is the only mutual fund designation recognized in the financial services industry. The study program to become a CMFC® covers types and characteristics of open and closed-end funds, other packaged investment products, risk and return, asset allocation, selecting a mutual fund for a client, retirement planning and professional conduct. He is also currently pursuing the prestigious CFP® professional designation.

      Alex received his college education at Syracuse University. In his spare time he enjoys staying active and keeping fit, and attending numerous sporting events. Alex is also an avid motorcycle rider, and loves spending time with his family.

        • Syracuse University
          51 JFK Parkway
          Suite 303
          Short Hills, NJ 07078

        The circular economy: What is it?

        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