Lasting relationships. For all that matters

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Our families, our values, the impact we have on others – these are the important things. It can be hard making sense of it all but asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that may be on your mind. “Will my family be OK when I’m gone? Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund?” Together, we can find the answers.

Whatever your answer, we can help you create a financial plan to address your priorities. Over the past 34 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.

Capabilities to Impact your life and wealth

I deliver comprehensive wealth management and focus on these areas:

• Longevity planning, including retirement income and insurance planning
• Wealth transfer strategies, including inheritance and business succession planning
• Life transition planning for marriage, divorce and loss of a loved one

Experience to guide you forward

• Senior Vice President, Wealth Management, Wealth Advisor, Portfolio Manager – PMP, UBS 2008 – present
• Branch Manager, Senior Vice President, Morgan Stanley, 2001 – 2008
• Vice-President Financial Advisor, Paine Weber, 1991 – 2000
• Municipal Bond Specialist, Halpert Oberst, 1986 – 1991

My professional achievements and education

• Series 3, 7 , 9, 10 , 31, 63, 65
• Insurance licenses Life, Health and Variable Annuities
• M.B.A. Rutgers University
• B.S. Economics, Ursinus College

Outside the office

• I live in Summit, NJ with my wife and enjoy 6 grandchildren.
• I am an avid golfer, fisherman and Giants/Yankees fan

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George M. Feldman has over 30 years of experience in financial services.  As a CFP®, he has deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. George has concentrated his career on assisting individuals, families as well as small businesses with managing their assets and liabilities.  George follows a conservative disciplined money management approach, making full use of UBS's resources.  He works closely with his clients to build individualized plans based on their needs and goals. 

George started his Financial Services career as a Certified Public Accountant (CPA®).  After leaving Public Accounting, George worked as the Controller of a Private Money Management Firm. 

A graduate of Pace University with a B.B.A. in accounting, George has also obtained the Certified Financial Planner™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

George is very active in his community.  Belonging to a number of charities over the years, he has served on various boards and is still currently the Treasurer of a local non-profit.  George and his wife Donna have 3 daughters and reside in Freehold, NJ.

• CERTIFIED FINANCIAL PLANNER®

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• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IL
• KY
• MA
• MD
• ME
• MI
• MO
• NC
• NH
• NJ
• NM
• NV
• NY
• PA
• SC
• TN
• TX
• VA
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• WI

What would you like to accomplish?

What's important to you?

These are the two questions I start every meeting with. For over a decade I've worked with high net worth and highly compensated clients developing goal driven financial plans and investment strategies for themselves, their families, and their businesses. I strive to forge trusting and long lasting relationships with every client, which was paramount to building my practice shortly after the 2008 financial crises.

Coming from a family of teachers, educating and empowering my clients to make their financial decisions with confidence is at the core of what I do.

As the CERTIFIED FINANCIAL PLANNER™ of ShorePath Wealth Management Group, I provide advice in the following areas:

• Financial Planning and Investment Strategies
• Cash-flow and Retirement Readiness Analysis
• Executive Compensation and Benefit Strategies
• Estate and Multi-generational Planning
• Business Continuity and Succession Planning
• Retirement Plans and Employee Benefits
• Charitable Giving Strategies
• Sustainable Investing Strategies

I'm a proud College of Charleston Alumni and avid supporter of the CofC Men's Rugby Team, where I played in college. I'm a current board member of the rugby alumni association's non-profit, The Lowcountry Rugby Fund, dedicated to supporting youth rugby programs and instilling the values Rugby teaches on and off the field.

When not at the office you'll find me on the golf course, running on the boardwalk, or on stage with my cover band performing throughout Monmouth County, NJ.

• CERTIFIED FINANCIAL PLANNER®
• Certified Private Wealth Advisor™

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Donna M. Feldman began working with her husband in 2006. A graduate of St. John's University with a B.S. in paralegal studies, she then went on to graduate from Benjamin N. Cardozo School of Law, with a J.D. degree. After raising their three daughters, Donna began to practice law. Soon thereafter, George and Donna felt her skills and dedication to client service would enable the Feldman Group to further enhance their client's ability to pursue their financial goals.

Jonathan joined the team in February 2024 after earning
his Economics Degree from Montclair State University.
His business background, passion for financial markets,
and experience in relationship management help him to
provide an exceptional client experience.

Jonathan resides in Middletown, NJ with his fiancé.
Outside the office he's an avid sports fan and golfer.