The right moves for your financial future

Private Wealth Management

As Private Wealth Advisors with access to deep global resources and solutions across all of UBS, we are passionate about helping you grow and preserve the success you have achieved. From strategically planning a business sale to developing a long-term investment strategy to helping implement a multi-generational wealth transfer strategy, you should be working with professionals who understand the complexity of your wealth in each area of your financial world.

At the Zakrocki Wladyka Group, we understand the importance of preserving all you've achieved for your family and the legacy you hope to leave to each generation. Accessing the full depth and breadth of UBS platforms and expertise, we are not only well-positioned to advise you on your most complex wealth challenges, we're committed to delivering the responsive service and stewardship you deserve.

We provide an extraordinary level of service while helping our clients protect and grow their assets, secure their legacies, and address the complex challenges of managing significant wealth – all while holding ourselves to the fiduciary standard.

- Zakrocki Wladyka Group

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

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.

Guiding founders and business owners

Shaping multigenerational family wealth

beach walking

Advanced Planning Group

roads overhead

Strategic investment management

family

Tailored family office services

greenhouse

Strategic philanthropy

Launch. Grow. Exit your business.

We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way. 

Launch. Grow. Exit your business.

You’re selling within the year

You’re selling within the year

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re considering an exit in 5 years

You’re considering an exit in 5 years

  • Finalize your trust and estate strategies 
  • Work with us to interview and select the investment banker that works best for you
  • Finalize your exit plan and focus on getting the best deal for the sale
  • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
  • As needed, prepare employees and managers for the transition
  • Think about what’s next for you and your future, after the sale
Learn more

  • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
Learn more

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.

  • Brian Zakrocki Headshot

    Brian Zakrocki

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
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    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
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    Brian is a Managing Director and Private Wealth Advisor at UBS. Prior to joining UBS, Brian was a Senior Managing Director with First Republic Investment Management, which he joined in 2020. Brian was previously a Managing Director at Goldman Sachs, where he spent 18 years as a Top Advisor and a member of the Advisor’s Council. Brian managed some of the firm’s largest clients and was a mentor to many. His practice is focused on providing holistic wealth management solutions, including trust and estate planning, philanthropic giving and asset management advice, to families and foundations. He was a Certified Public Accountant at Arthur Andersen prior to joining Goldman Sachs in 2002.

    Active in his local community, Brian serves as a mentor through 10,000 Degrees, a nonprofit that helps underserved students get to and through college. He is an Advisory Board Member and Investment Committee Member for Kellenberg Memorial High School, an Investment Committee Member for The Binghamton University Foundation, and an active member of The Economic Club of New York.

    Brian graduated summa cum laude with a bachelor’s degree in accounting from Binghamton University and earned his MBA, with honors, from New York University Stern School of Business.

      • Binghamton University, Bachelor's Degree in Accounting
      • New York University Stern School of Business, Master of Business Administration
        Entrepreneurs
        Estate planning strategies
        Multi-generational families
        Exit planning
        Women investors
        Investing
        Family Offices
        Philanthropy
        1285 Avenue Of The Americas
        New York, NY 10019
        brian.zakrocki@ubs.com
        Brian Zakrocki
        1285 Avenue Of The Americas,New York,NY,10019
      • Joseph Wladyka Headshot

        Joseph Wladyka

        Managing Director–Wealth Management

        Financial Advisor

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        • 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

        Joseph Wladyka joined UBS from First Republic’s Investment Management division, where he was a Managing Director and Wealth Manager. Prior to joining First Republic in 2020, Joseph was a Senior Private Wealth Advisor at Goldman Sachs, which he joined in 2004. He is dedicated to helping clients reach their unique goals through the development and implementation of customized investment and wealth planning strategies

        In addition to his work in Wealth Management, Joseph is a board member for Shore to Help, a nonprofit organization that raises funds for local charities and families in need.

        Joseph graduated magna cum laude with a B.B.A. in Finance from the University of Notre Dame.

          • University of Notre Dame, Bachelor of Business Administration
            Entrepreneurs
            Estate planning strategies
            Multi-generational families
            Exit planning
            Women investors
            Investing
            Family Offices
            Philanthropy
            1285 Avenue Of The Americas
            New York, NY 10019
            joseph.wladyka@ubs.com
            Joseph Wladyka
            1285 Avenue Of The Americas,New York,NY,10019
          • Lora Tloczkowski Headshot

            Lora Tloczkowski

            Senior Wealth Strategy Associate

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            • 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
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WV
            • WY

            Lora is a Director and Relationship Manager at UBS. Lora started at Goldman Sachs in 2012 as a Vice President in the Investment Management Division and continued with the Zakrocki Wladyka Group to First Republic in 2020. Lora graduated magna cum laude from Northeastern University with a bachelor's degree in International Business, and holds a master's degree in Government & Politics from St. John's University.

                  1285 Avenue Of The Americas
                  New York, NY 10019
                  lora.tloczkowski@ubs.com
                  Lora Tloczkowski
                  1285 Avenue Of The Americas,New York,NY,10019
                • Victoria Lieb Headshot

                  Victoria Lieb

                  Senior Client Associate

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                    Victoria is a Senior Client Service Associate at UBS. Victoria began her career at Goldman Sachs in 2017 and continued with the Zakrocki Wladyka Group to First Republic in 2020. Victoria earned her bachelor's degree in Statistics with a minor in Economics from Rutgers University.

                          victoria.lieb@ubs.com
                          Victoria Lieb
                        • Chance Edgerly

                          Chance Edgerly

                          Client Associate

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                            Prior to UBS, Chance graduated from Georgetown University receiving his MS in Finance from the McDonough School of Business. Simultaneously, Chance began his career in a private family office as a financial analyst. Chance earned his bachelor's degree in Finance from American University.

                                  1285 Avenue Of The Americas
                                  New York, NY 10019
                                  chance.edgerly@ubs.com
                                  Chance Edgerly
                                  1285 Avenue Of The Americas,New York,NY,10019
                                • Clarke Lewis

                                  Clarke Lewis

                                  Client Associate

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                                  • NY

                                  Prior to UBS, Clarke graduated from Villanova University receiving his BA in Economics. As an undergrad, Clarke was a part of the Wildcat fund, a student run equity fund and was involved with Special Olympics.

                                        1285 Avenue Of The Americas
                                        New York, NY 10019
                                        clarke.lewis@ubs.com
                                        Clarke Lewis
                                        1285 Avenue Of The Americas,New York,NY,10019
                                      • Lance Armenta

                                        Lance Armenta

                                        Client Associate

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                                        • NY

                                        Prior to UBS, Lance led a client service team overseeing the advisory business at Bernstein Private Wealth Management. In addition, he served as the branch’s risk liaison. Lance was a Division I wrestler at the University of North Carolina at Chapel Hill where he obtained a bachelor’s degree in Economics.

                                              1285 Avenue Of The Americas
                                              New York, NY 10019
                                              lance.armenta@ubs.com
                                              Lance Armenta
                                              1285 Avenue Of The Americas,New York,NY,10019

                                            You. Connected.

                                            At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

                                            A leader in wealth management

                                            Backed by the strength of our parent company, UBS AG

                                            $5.8+ trn

                                            UBS Group invested assets
                                            As of 03/31/2024

                                            51 countries

                                            Our global footprint

                                            Global leader

                                            UBS is a leading and truly global wealth manager