The right moves for your financial future

Empire State

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

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™

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
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    • NC
    • NJ
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    • OH
    • PA
    • PR
    • SC
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    • 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 awarded annually in January or February and is based on information from June of the prior year to June of the award 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™

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    • 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

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      • AZ
      • CA
      • CO
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      • 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
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      • TN
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      • VA
      • VT
      • WA
      • WI
      • WV

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

            Owen Fessick

            Client Associate

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            • 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

                UBS Private Wealth Management

                You. Connected.

                There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

                • Dreamers and doers
                • Intellects and experts
                • Planners and practitioners
                They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

                You. Connected.

                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

                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

                Insights