A plan for today, tomorrow and generations to come

Oculus

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.

Young family at the beach

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

    David Powers

    Managing Director–Wealth Management

    Portfolio Manager

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • MA
    • MD
    • MN
    • NH
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA

    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. 

    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Portfolio Manager
      299 Park Avenue
      8th, 9th and 11th Floors
      New York, NY 10171
      david.powers@ubs.com
      David Powers
      299 Park Avenue,New York,NY,10171
    • Josh

      Joshua Steuerman

      Associate Director

      Senior Wealth Strategy Associate

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • IL
      • MA
      • MD
      • MN
      • NH
      • NJ
      • NY
      • OH
      • PA
      • SC
      • TX
      • VA

      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 10017
            josh.steuerman@ubs.com
            Joshua Steuerman
            299 Park Avenue,New York,NY,10017
          • Martin

            Martin A. Schwartz

            Senior Wealth Strategy Associate

            • image
            • image

              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

                    martin.a.schwartz@ubs.com
                    Martin A. Schwartz
                  • Noah Baum Photo

                    Noah Baum

                    • image
                    • image
                    • image
                    • AZ
                    • CA
                    • CO
                    • DC
                    • DE
                    • FL
                    • GA
                    • IA
                    • IL
                    • MA
                    • MD
                    • MN
                    • NH
                    • NJ
                    • NY
                    • OH
                    • PA
                    • SC
                    • TX
                    • VA

                    Noah, a native of the Jersey Shore, is a Registered Client Associate with over two years of experience in the industry. Noah graduated with honors from the University of Delaware with a degree in Finance, earning Dean’s list recognition each semester and graduating among the top of his class. Noah obtained his Series 7, and 66 while working with Morgan Stanley. At Morgan Stanley, Noah worked alongside Private Wealth Advisors to help develop and implement personalized investment strategies for high-net worth individuals and families. Noah is currently pursuing his Certified Financial Planner designation. Away from the office, Noah enjoys going to the gym, playing basketball and golf, and spending time with friends and family.

                          299 Park Avenue
                          New York, NY 10017
                          noah.baum@ubs.com
                          Noah Baum
                          299 Park Avenue,New York,NY,10017

                        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.

                        Why does A.I. in space matter?

                        Wealth, from your point of view

                        Tree

                        UBS and Credit Suisse—stronger than ever

                        Global Wealth Report 2024

                        Crafted wealth intelligence

                        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.

                        Gain additional insights into the trends shaping wealth in the US and around the world.

                        Download the report

                        A leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        $5.8+ trn

                        UBS Group invested assets
                        As of 03/31/2024

                        More than 160 years

                        offering financial advice

                        Financial strength

                        Driving confidence.
                        A-  Standard & Poor’s
                        A  Fitch
                        A3
                          Moody’s


                        UBS AG, long-term senior secured debt rating. As of 03/31/2024

                        Insights