Stewardship for a lasting legacy

Private Wealth Management

The Zelniker Dorfman Group

Your bold vision and careful stewardship of family wealth has achieved a deserved level of success. We understand the importance of all you have built, as well as your concerns about how it will endure. Now, beyond preserving your wealth, you may want to pursue additional possibilities.

We serve generations of accomplished clients nationwide with a combination of market experience, access to global resources and personalized service. We look at the big picture: By paying close attention to both sides of your balance sheet, we provide comprehensive multigenerational wealth management, estate and post-liquidity planning strategies and proactive investment management.

In the media

SRQ Magazine – “ In Conversation with Lakewood Ranch Leaders ”  (March, 2021)

SRQ Magazine – “Living Lakewood" Experience Matters  ” (September, 2020)

SRQ Magazine – “Navigating Financial Wellnes Amid Covid-19 ” (July, 2020)

Tampa Bay Newswire – “UBS Private Wealth Advisor Scott Zelniker Named to the 2020 Forbes/SHOOK List of Best-In-State Wealth Advisors ” (January, 2020)

Business Observer- “Financial teams merge to form new group ” (October, 2019)

Office Locations

Private Wealth Management

Accessing the global resources of UBS

As a team that includes Private Wealth Advisors , we have the training, focus and deep understanding of complex wealth. We can help bridge the generations within a family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.

  • Advanced planning
  • Family Advisory
  • UBS Global Family Office
  • UBS institutional strategies
“When it comes to your future, you deserve a team that shares your vision, earns your confidence and provides the global access you need to pursue your goals.” — Molly Townsend

Personalized access and service for diverse clients


Concierge service

Multigenerational families


Investment management

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager