The right moves for your financial future

Private Wealth Management

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Young family at the beach

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Investment management

Investment management

Multigenerational planning

Multigenerational planning

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Everett Updated Photo

    Everett Weinberger, CFP, CIMA

    Managing Director–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

    • image
    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NY
    • OH
    • PA
    • PR
    • SC
    • TX
    • VA
    • WA
    • WI

    Everett is the proud leader of The Weinberger Group and has over 30 years of experience advising clients. Prior to joining UBS in 2011, Everett worked at Merrill Lynch Wealth Management for over 10 years. Before that, he was an investment banker at Merrill Lynch, Dillon Read and Deutsche Bank. Everett is a Certified Financial Planner™ (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also has a Certified Investment Management Analyst® (CIMA®) designation, which is awarded after completing coursework and examinations at the Wharton School of the University of Pennsylvania.

    Everett graduated from Columbia University, magna cum laude, and received an M.B.A. from Stanford University. He is a member of The University Club and is the author of Wannabe: A Would-Be Player’s Misadventures in Hollywood. Everett is fluent in Spanish and Hebrew. He lives in Manhattan and Miami Beach, and enjoys movies, gardening and traveling with family and friends.

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

    • Columbia University, magna cum laude
    • Stanford University, M.B.A.
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Senior Portfolio Manager
    • Private Wealth Advisor
    Financial planning
    Retirement planning
    Custom portfolios
    Multi-generational families
    Women investors
    Business owners
    Entrepreneurs
    Corporate executives
    1285 Avenue Of The Americas
    New York, NY 10019
  • Hollanda Iwanski Profile Photo

    Hollanda Iwanski, CFP, CRPC

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER™

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NJ
    • NY
    • OH
    • PA
    • PR
    • SC
    • TX
    • VA
    • WA
    • WI

    Hollanda focuses on financial plans, portfolio reviews and client coverage. She joined The Weinberger Group in 2011 at Merrill Lynch and is a Certified Financial Planner™ (CFP®) professional.

    Hollanda graduated from the University of Florida with a B.S. in finance and is fluent in Portuguese. She lives in Manhattan and enjoys playing volleyball, exploring NYC’s diverse neighborhoods and volunteering.

      • University of Florida
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor℠
      Financial planning
      Education planning
      Long-term care planning
      Retirement planning
      Estate planning strategies
      Philanthropy
      Business succession
      Custom portfolios
      1285 Avenue Of The Americas
      New York, NY 10019
    • Ann Fredlin

      Ann Fredlin

      Senior Client Associate

      • image
      • image
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI
      • WV

            1285 Avenue Of The Americas
            New York, NY 10019
          • Owen Fessick photo

            Owen Fessick

            Client Associate

            • image
            • image
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • IN
            • KY
            • MA
            • MD
            • ME
            • MI
            • MO
            • MT
            • NC
            • NJ
            • NY
            • OH
            • PA
            • SC
            • TX
            • VA
            • WA
            • WY

                  Banking
                  Lending services
                  Cash management
                  1285 Avenue Of The Americas
                  New York, NY 10019
                • Cole Photo

                  Cole Andreadis

                  Wealth Strategy Associate

                  • image
                  • image
                  • image
                  • AK
                  • AL
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • IA
                  • ID
                  • IL
                  • IN
                  • KS
                  • KY
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • MS
                  • MT
                  • NC
                  • ND
                  • NE
                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • PR
                  • RI
                  • SC
                  • SD
                  • TN
                  • TX
                  • UT
                  • VA
                  • VI
                  • VT
                  • WA
                  • WI
                  • WV
                  • WY

                        1285 Avenue Of The Americas
                        12th Floor
                        New York, NY 10019

                      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

                      Global leader

                      UBS is a world-leading wealth manager

                      Best

                      Global private bank services, 2016-2022
                      Euromoney Private Banking and Wealth Management Survey, 2022

                      #1

                      For Ultra-High Net Worth clients

                      Euromoney Private Banking and Wealth Management Survey, 2016-2022

                      Insights