Insight-based advice

The Financial Consulting Group

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Chess board

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.

  • David Savetz Profile Photo

    David Savetz

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AZ
    • CA
    • CT
    • DE
    • FL
    • MA
    • MD
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NY
    • PA
    • VA

    David is a Senior Vice President of Investments at our firm's Melville, New York, office. He started in the financial services industry in 1991, and prior to joining our firm in 2000, was a Vice President and Senior Financial Advisor at Merrill Lynch. He holds a JD from Brooklyn Law School and an MBA from Baruch Business School. David's professional credentials include the designation of Certified Divorce Financial Analyst, Series 7,8,9,31,63 and 65, as well as Life, Health and Disability, Long-term Care and Variable Life insurance licenses. California License #0H22279.  He is a non-practicing member of the Nassau County  Bar Association. David lives in Oyster Bay Cove with his wife Jill, and three children.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.

    • Brooklyn Law School, J.D.
    • Baruch Business School, M.B.A.
    • Certified Divorce Financial Analyst
    58 South Service Road
    Suite 310
    Melville, NY 11747
  • Michele Tuzzolo Profile Photo

    Michele Tuzzolo

    Assistant Vice President

    Client Associate Senior

    • image
    • image
    • AZ
    • CA
    • CT
    • DE
    • FL
    • NJ
    • NY
    • PA

    Michele is a Senior Registered Client Service Associate at our firm's Melville, New York office. Prior to joining our firm in 2000, she held positions at Oppenheimer and Merrill Lynch, where she was a registered client associate for David Savetz. Michele received a BS degree in finance from St. John's University, and is Series 7 and 63 licensed. She is also a Notary Public. Michele lives in New Hyde Park with her son Tommy and daughter Gianna.

      • St. John's University, B.S. Finance
        58 South Service Road
        Suite 310
        Melville, NY 11747

      Focus on liquidity management

      CIO House View monthly livestream

      Tree

      UBS and Credit Suisse—stronger than ever

      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

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager