$6.9 trn
UBS Group invested assets
As of 10/29/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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Senior Vice President–Wealth Management
I began my career in one of the equity market’s most tumultuous years on record, 2007. I have helped clients manage their wealth throughout good times and bad.
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Zach Goldberg, CFP is also part of:
Soundview Group

Geopolitics, trade and your portfolio
In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.
Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager