How can you pursue what matters most?

Perlberg team photo

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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
    • CT
    • DE
    • FL
    • GA
    • MA
    • MD
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA

    Alan has been a financial advisor for over 49 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
      alan.perlberg@ubs.com
      Alan Perlberg
      51 JFK Parkway,Short Hills,NJ,07078
    • Alex R. Perlberg

      Alex Perlberg

      Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • MA
      • MD
      • NC
      • NJ
      • 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. 

      Alex received his college education at Syracuse University. He enjoys spending his spare time with his loving wife and darling daughter, and making the most out of their experiences together. He also likes staying active and keeping fit. Alex tremendously values the relationships he has with his clients.

        • Syracuse University
        • Chartered Mutual Fund Counselor℠
        51 JFK Parkway
        Suite 303
        Short Hills, NJ 07078
        alex.perlberg@ubs.com
        Alex Perlberg
        51 JFK Parkway,Short Hills,NJ,07078
      • Krystal Blye-Branch

        Krystal Blye-Branch

        Senior Client Associate

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          Krystal has worked in the finance industry going on 36 years. She is responsible for handling and overseeing the administration of client accounts, banking services, and operational support, ensuring clients remain informed on account-related updates and timely information. She is also heavily involved with our client engagements, communications, and scheduling to ensure our operation runs smoothly with a consistent focus on delivering superior client service.

                51 JFK Parkway
                Suite 303
                Short Hills, NJ 07078
                krystal.blye-branch@ubs.com
                Krystal Blye-Branch
                51 JFK Parkway,Short Hills,NJ,07078

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              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.

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