Your complex wealth. Our singular focus.

Private Wealth Management

At The Helios Group, we help successful entrepreneurs, business owners, and multigenerational families transform their wealth to create legacies to support the people and causes they care most about.

With a deep understanding of the complexities you face at each business, financial and personal milestone, we deliver sophisticated solutions for all aspects of your life and help you preserve the wealth you have worked so hard to create.

Beyond the breadth and experience of our Private Wealth Management team, we draw on our extensive capital markets and investment banking background to build customized investing strategies for you. Over the years, we have developed a deep analytical process for evaluating investment solutions and building resilient portfolios that support your goals – no matter how complex.

We are proud of our thriving entrepreneur network and active role in connecting leaders in our community. With close connections to successful entrepreneurs, we frequently introduce like-minded executives in our network – to share recent business success, gain new insights or simply provide a fresh perspective to a challenging situation.

You have a vision for your future. We have the experience and dedicated resources to help you achieve it. It all starts with a conversation.

“We’re passionate about helping entrepreneurs preserve wealth and shape their legacy. We truly understand the challenges associated with significant wealth, and our advice is tailored precisely to your needs.”

– The Helios Group

  • Meryl Spigelman

    Meryl Spigelman, CEPA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AK
    • CA
    • CO
    • FL
    • HI
    • IL
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • SD
    • TN
    • UT
    • WY

    As a Private Wealth Advisor, Meryl brings over twenty-five years of unique experience in both the for-profit and non-profit worlds to help serial entrepreneurs, business owners and their families make informed decisions so they can leverage the value of their largest and most important asset – their business – to create a legacy for the people and causes they care most about. She focuses on combining business transition advice with personal planning conversations to help her clients successfully navigate the business, financial and personal issues they face during important transition points in their lives.

    Meryl began her career with the Institutional Sales Group at Merrill Lynch and then with the Emerging Markets and Global Equity Derivatives Groups where she focused on building the Latin American equity derivatives business. After moving back to her hometown of Miami, she worked in the non-profit sector for nearly four years building a scholarship fund. Having been motivated by the personal, goal-oriented discussions she had with affluent families, she returned to the financial services industry in 2008 and joined the PWM division of Credit Suisse where she focused on helping business owners grow, preserve and share their wealth. In 2015, she joined UBS PWM in Coral Gables, FL. 

    Speaking Engagements
    -Planning Towards a Smooth Transition, Taylor Business Group, 1/22
    -Women, Wisdom & Wealth: Bringing More Women to the Financial Table, UBS client seminar in partnership with Morgan Horton Law, Quarterly 
    -Rebuild to Sell – How to Exit Your Business in the New Normal, Daszkal Bolton, 9/20
    -Unlock The Secret Formula For Business Transition Success, Greater Kendall Business Association, 7/20, Doral Bar Association, 5/20
    -Save a Latte: Women of the NFL Workshop about Liquidity, Longevity and Legacy planning for NFL players and their families, NFL Thread Super Bowl LIV Power Lunch, 1/20
    -Are You and Your Business Transition Ready? The Business Forum Group - Doral, 11/19

      • Columbia Business School, M.B.A. Finance and Marketing
      • University of Pennsylvania, B.A. Economics
      • Private Wealth Advisor
      • Certified Exit Planning Advisor
      Financial planning
      Exit planning
      Multi-generational families
      Women investors
      Business owners
      Entrepreneurs
      Corporate executives
      Philanthropy
      550 Biltmore Way
      Coral Gables, FL 33134
    • Alax Gittler

      Alax Gittler

      Senior Vice President

      Private Wealth Advisor

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      • AK
      • CA
      • CO
      • FL
      • HI
      • IL
      • MA
      • MD
      • MI
      • NC
      • NJ
      • NV
      • NY
      • OH
      • PA
      • SC
      • SD
      • TN
      • UT

      Alax has over twenty five years of experience in the financial services industry advising corporate executives and entrepreneurs. From 1991 to 1999, Alax was a municipal investment banker with Bear Stearns covering the southeast region. During that time, he worked on over $5 billion of transactions, including work for Huizenga holdings when they purchased the Miami Dolphins and restructured the debt on the football stadium. He also worked on several other stadium and arena deals for the Miami Heat, Florida Panthers and Tampa Bay Buccaneers. Alax joined the Private Wealth Management division of Credit Suisse in 2000, choosing to focus his advisory practice on helping entrepreneurs and their families navigate the complexities of managing personal wealth before and after the sale of their business. He remained with Credit Suisse until the firm exited the US wealth management business at the end of 2015 when he joined UBS Private Wealth Management. Alax and Meryl have been partners since 2008.

        • University of Denver, B.A. Business
        • University of Florida, M.B.A.
        • Private Wealth Advisor
        Business succession
        Business owners
        Entrepreneurs
        Professionals
        Financial Services professionals
        Family Offices
        Corporate executives
        Sustainable investing
        550 Biltmore Way
        Coral Gables, FL 33134
      • Jeanette Cabrera

        Jeannette Cabrera

        Senior Wealth Strategy Associate

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        • AK
        • CA
        • CO
        • FL
        • IL
        • MA
        • MD
        • MI
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • SD
        • UT
        • WY

        Prior to joining UBS in 2015 as a Senior Wealth Strategy Associate, Jeannette was with Credit Suisse for seven years in both the Miami and Los Angeles offices and with Goldman Sachs for five years. While at Goldman Sachs, she supported a ten- person team managing over $6 billion in assets for ultra-high net worth families, foundations and endowments. Prior to entering the private wealth management side of the business, she was an Investor Relations Associate for a New York-based hedge fund. Jeannette started her career at Credit Suisse Asset Management as a Trading Assistant. Jeannette has been working with Meryl and Alax since 2012 and manages all aspects of account opening and transfers, incoming and outgoing disbursements, implementation of asset allocations, trading and day-to-day client requests. She also devotes time to engaging next generation family members with wealth education and planning strategies.

        Jeannette received her B.A. in international affairs from Florida State University.

              550 Biltmore Way
              Coral Gables, FL 33134

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            What business owners need to know now to prepare for a successful sale

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