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Wright Hoffman Group

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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  • Will Headshot

    William Wright

    Managing Director–Wealth Management

    Financial Advisor

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    William Wright joined UBS from J.P. Morgan Private Bank as a Managing Director and Private Wealth Advisor. Will has more than 18 years of industry experience and began his career in financial services with Goldman Sachs in 2006. He serves a select circle of families whose significant wealth creates ongoing and often complex considerations. Through a deep understanding of each client’s balance sheet and expected cash flows, Will strives to provide clients with the clarity and guidance to make smart decisions. Will earned a Master of Business Administration from Duke University’s Fuqua School of Business and holds a bachelor’s degree from Syracuse University. He is also holds the Certified Public Accountant (CPA) designation. Will lives in New York City with his husband and dog. His interests include history, dogs, gardening in pots, wine collecting, music and fitness, as well as traveling to the mountains for skiing and hiking.

          1285 Avenue Of The Americas
          16th Floor
          New York, NY 10019
          william.wright@ubs.com
          William Wright
          1285 Avenue Of The Americas,New York,NY,10019
        • Matt Hoffman Picture

          Matthew Hoffman

          Senior Vice President–Wealth Management

          Financial Advisor

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          Matt joined UBS from J.P. Morgan Private Bank as a Private Wealth Advisor. He began his career in financial services in 2015 and advises a limited number of C-suite executives, entrepreneurs and high-earning professionals with multigenerational wealth.

          By understanding clients' long-term objectives, Matt is able to provide objective advice around clients' balance sheets and cash flows.

          Matt earned a Bachelor of Arts in Economics from the University of Michigan. He resides in New York City where his interests include golf, tennis, and NY sports. Matt enjoys getting out of the city on the weekends to hike and fish.

                1285 Avenue Of The Americas
                16th Floor
                New York, NY 10019
                matthew.e.hoffman@ubs.com
                Matthew Hoffman
                1285 Avenue Of The Americas,New York,NY,10019
              • Audrey Kaus Picture

                Audrey Kaus

                Authorized Officer

                Senior Wealth Strategy Associate

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                • DE
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                • GA
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                • IA
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                • IL
                • IN
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                • KY
                • LA
                • MA
                • MD
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                • MI
                • MN
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                • NC
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                Audrey joined UBS from J.P. Morgan Private Bank as a Senior Wealth Strategy Associate. In her role, she will be responsible for managing all team operations and client requests, while supporting overall business development for the team.

                Since beginning her career in 2022 at J.P. Morgan, Audrey has led with a client-centric mindset, centered around delivering a personalized experience that is both effective and tailored to each client’s individual goals.

                Audrey earned a Bachelor of Arts in Business-Economics and a Bachelor of Arts in Spanish from The University of Chicago. She lives in New York City, and her interests include fitness, country music, cooking, animals, and travel.

                      1285 Avenue Of The Americas
                      16th Floor
                      New York, NY 10019
                      audrey.kaus@ubs.com
                      Audrey Kaus
                      1285 Avenue Of The Americas,New York,NY,10019
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                    Turn possibilities into a plan

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                    A leading global wealth manager

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                    Tariffs, volatility and your portfolio

                    Are you ready?

                    In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                    We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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                    As of 06/30/2024

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                    UBS is a leading and truly global wealth manager

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