The Seneca Group
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A plan for today, tomorrow and generations to come

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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Women-multigen family

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.

  • Andrea

    Andrea Cruz, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
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    View bio Industry recognition
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • KY
    • MA
    • MD
    • ME
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WY

    Education and Licenses

    • Certified Exit Planning Advisor®
    • Life and health Insurance Licenses
    • Series 7, 63, and 65 licenses
    • B.A degree from Biola University
    • CA Insurance License 0K05874
    • Forbes Best-in-State Wealth Advisors, 2025The 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.
    • Forbes Top Women Wealth Advisors Best-in-State, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

        400 South Salina Street
        4th Floor
        Syracuse, NY 13202
        andrea.cruz@ubs.com
        Andrea Cruz, CEPA
        400 South Salina Street,Syracuse,NY,13202
      • Kelly

        Kelly Weyer

        Senior Wealth Strategy Associate

        Chartered Retirement Planning Counselor

        • image
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        View bio
        • CA
        • CO
        • CT
        • FL
        • GA
        • IA
        • IN
        • KY
        • MA
        • MD
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI

        CA Insurance License 4251199

          • St. John Fisher University
          • Chartered Retirement Planning Counselor
          400 South Salina Street
          4th Floor
          Syracuse, NY 13202
          kelly.weyer@ubs.com
          Kelly Weyer
          400 South Salina Street,Syracuse,NY,13202
        • Tyler

          Tyler Merz

          Wealth Strategy Associate

          • image
          • image
          View bio
          • NJ
          • NY

          Registered Client Associate. B.S in Business Economics from The State University of Oneonta. He is Series 7 and 66 Licensed.

                400 South Salina Street
                4th Floor
                Syracuse, NY 13202
                tyler.merz@ubs.com
                Tyler Merz
                400 South Salina Street,Syracuse,NY,13202
              • Andrea

                Andrea Cruz, CEPA

                Senior Vice President–Wealth Management

                Financial Advisor

                • image
                • image
                View bio Industry recognition
                • AZ
                • CA
                • CO
                • CT
                • FL
                • GA
                • KY
                • MA
                • MD
                • ME
                • MT
                • NC
                • NH
                • NJ
                • NV
                • NY
                • OH
                • OR
                • PA
                • RI
                • SC
                • SD
                • TN
                • TX
                • VA
                • VT
                • WY

                Education and Licenses

                • Certified Exit Planning Advisor®
                • Life and health Insurance Licenses
                • Series 7, 63, and 65 licenses
                • B.A degree from Biola University
                • CA Insurance License 0K05874
                • Forbes Best-in-State Wealth Advisors, 2025The 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.
                • Forbes Top Women Wealth Advisors Best-in-State, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
                • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

                    400 South Salina Street
                    4th Floor
                    Syracuse, NY 13202
                    andrea.cruz@ubs.com
                    Andrea Cruz, CEPA
                    400 South Salina Street,Syracuse,NY,13202
                  • Kelly

                    Kelly Weyer

                    Senior Wealth Strategy Associate

                    Chartered Retirement Planning Counselor

                    • image
                    • image
                    • image
                    View bio
                    • CA
                    • CO
                    • CT
                    • FL
                    • GA
                    • IA
                    • IN
                    • KY
                    • MA
                    • MD
                    • MT
                    • NC
                    • NH
                    • NJ
                    • NM
                    • NY
                    • OH
                    • OR
                    • PA
                    • RI
                    • SC
                    • SD
                    • TN
                    • TX
                    • VA
                    • VT
                    • WA
                    • WI

                    CA Insurance License 4251199

                      • St. John Fisher University
                      • Chartered Retirement Planning Counselor
                      400 South Salina Street
                      4th Floor
                      Syracuse, NY 13202
                      kelly.weyer@ubs.com
                      Kelly Weyer
                      400 South Salina Street,Syracuse,NY,13202
                    • Tyler

                      Tyler Merz

                      Wealth Strategy Associate

                      • image
                      • image
                      View bio
                      • NJ
                      • NY

                      Registered Client Associate. B.S in Business Economics from The State University of Oneonta. He is Series 7 and 66 Licensed.

                            400 South Salina Street
                            4th Floor
                            Syracuse, NY 13202
                            tyler.merz@ubs.com
                            Tyler Merz
                            400 South Salina Street,Syracuse,NY,13202

                          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.

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                          Retirement planning

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                          Advice for business owners & entrepreneurs

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                          Ready to sell your business?

                          The five hallmarks of a successful sale

                          Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

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                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $7 trn

                          UBS Group invested assets
                          As of 12/31/2025

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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                          Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

                          As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

                          Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

                          Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

                          Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

                          Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

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