A plan for today, tomorrow and generations to come

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Connect with us

Your primary source for financial advice

The Powers Group is committed to helping guide individuals, families, institutions, business owners, corporations, and non-profit organizations toward attaining long term financial prosperity, overseeing client portfolios, navigating turbulent markets, and successfully addressing day to day client requests.

David Powers

Managing Director–Wealth Management

Portfolio Manager
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WA
- WI
- WV
- WY
As the founding member of The Powers Group, David’s goal is to go above and beyond for his clients. With more than 27 years of experience, he has navigated through numerous market cycles. By leveraging his expertise in market volatility, David is able to help clients in any financial circumstance, simple or complex. Over the years he has developed various strategies to provide a high level of attention to his clients, without ever losing sight of each client’s short, moderate, and long-term financial goals.

David takes pride in his personal relationships with clients, giving customized support to help develop a sense of confidence for his clients and their futures. Among a select group of advisors, David is a certified Portfolio Manager and leverages this skillset to provide asset allocation advice to his clients. He has a specific focus on Estate Planning, Retirement Planning, Lending, and Asset Allocation Strategies geared towards the needs of high-net-worth individuals, families, and businesses. His deepest satisfaction comes from helping his clients achieve both financial and personal goals.

Prior to joining UBS Wealth Management in 2022, David was a Managing Director – Investment Officer at Wells Fargo Advisors.

Away from the office David enjoys biking, golfing, and traveling. David is a proud father of two, one of his sons is a recent graduate of Lehigh University and his other son earned his MBA at Indiana University. David currently resides in New York City with his wife. They love to give back to their community and are involved in several charities in the New York Metropolitan Area.
- Portfolio Manager
299 Park Avenue
8th, 9th and 11th Floors
New York, NY 10171
Joshua Steuerman

Associate Director

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- MA
- MD
- MI
- MN
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WA
- WI
- WV
Josh is a Senior Wealth Strategy Associate. In his 13 years with The Powers Group, Josh's role has been to thoroughly understand our clients' financial and personal priorities so he can best serve their needs. Josh then applies this knowledge to create customized and targeted investment strategies designed to help our clients pursue their goals.

As a market analyst, Josh interacts daily with client portfolios, his primary goal being to ensure every facet of our client's portfolio is performing. Josh specializes in identifying our client's goal-based objectives and works to ensure that each objective remains central to our strategic planning and is being actively pursued through a combination of risk management and asset allocation strategies.

Prior to joining UBS Wealth Management in 2022, Josh was a Vice President - Senior Registered Client Associate at Wells Fargo Advisors. Prior to Wells Fargo Josh worked at Smith Barney with an Institutional Financial Advisor. Away from the office, Josh enjoys golf and spending time with his wife and two young daughters.

Josh holds Series 7 and Series 66 Registrations.
299 Park Avenue
New York, NY 10171
Martin A. Schwartz

Senior Wealth Strategy Associate
View bio
Martin is Senior Wealth Strategy Associate. He acts as the Head of Marketing for The Powers Group. Martin's primary role is to provide a wide array of comprehensive planning strategies for individuals and their families. By focusing on each client's specific needs and risk tolerance, Martin can develop strategies that help our clients reach their financial goals through retirement planning, risk management, college preparation, and more.

Martin, alongside our team, offers strategies beyond simply our clients' investments and instead incorporates all aspects of their financial lives. His mission is to provide each of our clients with exceptional financial advice and portfolio management, delivered with the utmost level of professional integrity and service.

Prior to joining UBS Wealth Management in 2022, Josh was a Financial Advisor at Wells Fargo Advisors. Prior to Wells Fargo Advisors, Martin worked for a boutique investment bank assisting international clients in investing in the US market. Outside of the office, Martin enjoys volunteer work and spending time with family.

Martin holds Series 7, Series 66 and Series 63 Registrations

David Powers

Managing Director–Wealth Management

Portfolio Manager
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WA
- WI
- WV
- WY
As the founding member of The Powers Group, David’s goal is to go above and beyond for his clients. With more than 27 years of experience, he has navigated through numerous market cycles. By leveraging his expertise in market volatility, David is able to help clients in any financial circumstance, simple or complex. Over the years he has developed various strategies to provide a high level of attention to his clients, without ever losing sight of each client’s short, moderate, and long-term financial goals.

David takes pride in his personal relationships with clients, giving customized support to help develop a sense of confidence for his clients and their futures. Among a select group of advisors, David is a certified Portfolio Manager and leverages this skillset to provide asset allocation advice to his clients. He has a specific focus on Estate Planning, Retirement Planning, Lending, and Asset Allocation Strategies geared towards the needs of high-net-worth individuals, families, and businesses. His deepest satisfaction comes from helping his clients achieve both financial and personal goals.

Prior to joining UBS Wealth Management in 2022, David was a Managing Director – Investment Officer at Wells Fargo Advisors.

Away from the office David enjoys biking, golfing, and traveling. David is a proud father of two, one of his sons is a recent graduate of Lehigh University and his other son earned his MBA at Indiana University. David currently resides in New York City with his wife. They love to give back to their community and are involved in several charities in the New York Metropolitan Area.
- Portfolio Manager
299 Park Avenue
8th, 9th and 11th Floors
New York, NY 10171
Joshua Steuerman

Associate Director

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- MA
- MD
- MI
- MN
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WA
- WI
- WV
Josh is a Senior Wealth Strategy Associate. In his 13 years with The Powers Group, Josh's role has been to thoroughly understand our clients' financial and personal priorities so he can best serve their needs. Josh then applies this knowledge to create customized and targeted investment strategies designed to help our clients pursue their goals.

As a market analyst, Josh interacts daily with client portfolios, his primary goal being to ensure every facet of our client's portfolio is performing. Josh specializes in identifying our client's goal-based objectives and works to ensure that each objective remains central to our strategic planning and is being actively pursued through a combination of risk management and asset allocation strategies.

Prior to joining UBS Wealth Management in 2022, Josh was a Vice President - Senior Registered Client Associate at Wells Fargo Advisors. Prior to Wells Fargo Josh worked at Smith Barney with an Institutional Financial Advisor. Away from the office, Josh enjoys golf and spending time with his wife and two young daughters.

Josh holds Series 7 and Series 66 Registrations.
299 Park Avenue
New York, NY 10171
Martin A. Schwartz

Senior Wealth Strategy Associate
View bio
Martin is Senior Wealth Strategy Associate. He acts as the Head of Marketing for The Powers Group. Martin's primary role is to provide a wide array of comprehensive planning strategies for individuals and their families. By focusing on each client's specific needs and risk tolerance, Martin can develop strategies that help our clients reach their financial goals through retirement planning, risk management, college preparation, and more.

Martin, alongside our team, offers strategies beyond simply our clients' investments and instead incorporates all aspects of their financial lives. His mission is to provide each of our clients with exceptional financial advice and portfolio management, delivered with the utmost level of professional integrity and service.

Prior to joining UBS Wealth Management in 2022, Josh was a Financial Advisor at Wells Fargo Advisors. Prior to Wells Fargo Advisors, Martin worked for a boutique investment bank assisting international clients in investing in the US market. Outside of the office, Martin enjoys volunteer work and spending time with family.

Martin holds Series 7, Series 66 and Series 63 Registrations

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.

Focus on liquidity management

Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.}

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

More than 150 years

offering financial advice

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

Start the conversation

Are you a UBS Client?

Leave this empty:

A plan for today, tomorrow and generations to come

Your primary source for financial advice

David Powers

Joshua Steuerman

Martin A. Schwartz