ZS Wealth Partners
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Deep experience. Boutique approach.

Private Wealth Management

Strategic solutions for your wealth

We understand that managing your substantial wealth requires a knowledgeable partner by your side. At ZS Wealth Partners, we have decades of experience working with successful professionals and families, helping them streamline and simplify their complex financial lives. We take the time to gain a deep understanding of your circumstances, priorities and aspirations, and from there, to develop a holistic road map for your wealth. Whether you are an executive navigating your wealth-building years, a family seeking to articulate a shared legacy, or a nonprofit seeking to optimize your impact, we will work closely with you to map out a path that moves you forward towards your goals.

As a highly experienced team of Private Wealth Advisors and Institutional Consultants, we employ a planning-based approach that looks holistically at all the dimensions of your finances, both personal and professional. We advocate for our clients and provide them with a boutique like service—now, and for decades to come.

Advice tailored precisely to your needs

We have deep experience working with a wide range of successful clients who have sophisticated needs, and are focused on offering you smart solutions that take into consideration where you are now and what you want to accomplish going forward.

Individuals and families

Individuals and families

A personal approach

We are skilled at developing wealth strategies designed to simplify your life, help achieve your goals, and establish an enduring legacy for future generations. We can help with:

  • Goals-based financial planning
  • Customized portfolio management
  • Tax planning strategies
  • Estate planning strategies
  • Wealth transfer strategies

Founders and entrepreneurs

Founders and entrepreneurs

Business matters

We have hands-on experience working with successful entrepreneurs to manage today and plan for tomorrow, with:

  • Tax planning strategies
  • Navigating concentrated stock positions
  • Liquidity and cash flow planning
  • Pre-sale & transition strategies
  • Exit planning


Click to read: Solving complex tax and planning challenges

Click to read: Well timed advice results in sizable tax savings for a successful founder

Non-profits and corporate retirement plans

Non-profits and corporate retirement plans

Specialized advice

Whether consulting with corporate clients on their retirement plan needs or helping non-profits achieve their mission, we have the custom solutions to help you meet your organization’s goals, including:

  • Investment policy statement creation
  • Cash flow and investment planning
  • Modeling and portfolio evaluation tools
  • Fiduciary oversight for specified consulting services
  • Investment advice for retirement plan participants

We are skilled at developing wealth strategies designed to simplify your life, help achieve your goals, and establish an enduring legacy for future generations. We can help with:

  • Goals-based financial planning
  • Customized portfolio management
  • Tax planning strategies
  • Estate planning strategies
  • Wealth transfer strategies

We have hands-on experience working with successful entrepreneurs to manage today and plan for tomorrow, with:

  • Tax planning strategies
  • Navigating concentrated stock positions
  • Liquidity and cash flow planning
  • Pre-sale & transition strategies
  • Exit planning


Click to read: Solving complex tax and planning challenges

Click to read: Well timed advice results in sizable tax savings for a successful founder

Whether consulting with corporate clients on their retirement plan needs or helping non-profits achieve their mission, we have the custom solutions to help you meet your organization’s goals, including:

  • Investment policy statement creation
  • Cash flow and investment planning
  • Modeling and portfolio evaluation tools
  • Fiduciary oversight for specified consulting services
  • Investment advice for retirement plan participants

Content and insights

Experience. Makes all the difference.

  • Todd M. Ziogas

    Todd M. Ziogas, CIMA,CRPS

    Managing Director–Wealth Management

    Private Wealth Advisor

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    View bio Industry recognition
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Capabilities to impact your life and wealth
    Todd has spent his entire career committed to wealth management and guiding his clients. His disciplined financial planning and budgeting approach can help you stay focused on the plan we develop together. With experience that spans several decades, he has the expertise to help you move forward with confidence.

    Experience to guide you forward
    Prior to joining UBS in 2010, Todd held various advisor positions focused on private and corporate wealth management at the Citibank Family Office, Morgan Stanley Smith Barney and Merrill Lynch. Over his career, Todd has attained the designation of Certified Investment Management Analyst® (CIMA®) at the Wharton School of the University of Pennsylvania. Todd graduated from Pace University with a B.A. in business administration and an M.B.A. in financial management. He has been a member of the Investment Management Consultants Association® (IMCA®) since 2004 and holds the Series 3, 7 and 66 securities licenses, as well as life and health insurance licenses.

    Professional achievements and education
    Todd has served as a Retirement Plan Consultant to a number of private equity, distribution and services companies across the United States. He has continued to hone his skills and experience in the retirement planning arena by obtaining the designation of Chartered Retirement Plans Specialist, (CRPS®), which focuses on retirement plan administration, design and maintenance.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

      • Private Wealth Advisor
      1285 Avenue Of The Americas
      New York, NY 10019
    • Max Sabert

      Max Sabert, CFP, CIMA, CEPA

      Vice President–Wealth Management

      Private Wealth Advisor

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      View bio Industry recognition
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WY

      Max is a Private Wealth Advisor that advises entrepreneurs, early employees and financial executives on their complex financial planning strategies and investment needs. Max has been at UBS since 2010, holding various positions at the firm. Prior to becoming a Private Wealth Advisor, Max was an advanced financial planning resource for the UBS Americas New York Office, supporting Private Wealth Advisors in delivering comprehensive financial planning to ultra high net worth clients. Prior to that role, he pioneered the new Financial Advisor program at UBS, managing and training the new advisors who joined the firm. Max continues to work closely with clients to deliver comprehensive and holistic financial planning, utilizing his in depth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities. 

      Education and credentials
      Max received his B.B.A in finance from The College of William & Mary where he was also a dual sport athlete as an all-conference varsity gymnast and a member of the varsity swimming and diving team. Max is a Certified Financial Planner™ professional and is trained in personal financial planning, retirement planning and estate planning strategies. He also holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Massachusetts Institute of Technology, Sloan School of Management. Max is also a Certified Exit Planning Advisor, administered by the Exit Planning Institute. He maintains the Series 7 and 66 securities licenses, as well as multiple state health and insurance licenses.

      Outside of UBS
      Max grew up in the Midwest but splits his time with his wife between the east coast hubs, Miami and Manhattan, and enjoys being closer to the beaches. In his spare time, he is passionate about working out, golfing and traveling.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        • Private Wealth Advisor
        100 SE 2nd Street
        Suite 2500
        Miami, FL 33131
      • Sarah Gies

        Sarah Gies, CFP

        Senior Wealth Strategy Associate

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        View bio
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • MI
        • MN
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

        As a Senior Wealth Strategy Associate, Sarah assists Todd and Max on enhancing existing relationships and sourcing new client opportunities. She focuses on the team’s operations, financial planning, investment management, and client portfolio reporting. Sarah is a Certified Financial Planner™ professional and is trained in personal financial planning, retirement planning and estate planning strategies.

        Prior to joining ZS Wealth Partners, Sarah worked on the Family Advisory and Philanthropy Services team at UBS.  In this role, she worked with Ultra High Net Worth clients and their families on multi-generational wealth transfers, family governance, and philanthropic strategy. She is passionate about working with families to engage their next generation(s) to best prepare them for their own financial decision making and wealth stewardship.

        Sarah graduated from the University of Florida in 2018 earning a Bachelors of Science in Finance. She then joined UBS Wealth Management’s Graduate Talent Program, where she spent two years rotating throughout the firm and gaining a strong foundation in its capabilities and resources. Sarah grew up in Rye, New York and now lives in Manhattan.  In her free time, she enjoys hiking and visiting the mountains, golfing, and finding new restaurants in NYC.

        Sarah maintains her Series 7 and 66 licenses. 

          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

              1285 Avenue Of The Americas
              New York, NY 10019
            • Mabel M. Lee

              Mabel M. Lee

              Senior Client Associate

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              View bio

                Mabel Lee is the Senior Registered Client Service Associate for ZS Wealth Partners. She has been with UBS Financial Services Inc. for more than 15 years and has been in the financial services industry for more than 20 years. Prior to joining UBS, Mabel worked as a Portfolio Analyst for a large New York based pension fund. Mabel provides comprehensive client service in all aspects of account administration and operations, in addition to supporting the team’s business development and marketing efforts. She is also responsible for performing activities designed to provide education, enhance communication and facilitate the overall client experience.

                  Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                      1285 Avenue Of The Americas
                      New York, NY 10019
                    • Todd M. Ziogas

                      Todd M. Ziogas, CIMA,CRPS

                      Managing Director–Wealth Management

                      Private Wealth Advisor

                      • image
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                      View bio Industry recognition
                      • AL
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • IA
                      • IL
                      • IN
                      • KS
                      • KY
                      • LA
                      • MA
                      • MD
                      • ME
                      • MI
                      • MN
                      • MT
                      • NC
                      • NH
                      • NJ
                      • NM
                      • NV
                      • NY
                      • OH
                      • OK
                      • OR
                      • PA
                      • RI
                      • SC
                      • TN
                      • TX
                      • UT
                      • VA
                      • VT
                      • WA
                      • WI
                      • WY

                      Capabilities to impact your life and wealth
                      Todd has spent his entire career committed to wealth management and guiding his clients. His disciplined financial planning and budgeting approach can help you stay focused on the plan we develop together. With experience that spans several decades, he has the expertise to help you move forward with confidence.

                      Experience to guide you forward
                      Prior to joining UBS in 2010, Todd held various advisor positions focused on private and corporate wealth management at the Citibank Family Office, Morgan Stanley Smith Barney and Merrill Lynch. Over his career, Todd has attained the designation of Certified Investment Management Analyst® (CIMA®) at the Wharton School of the University of Pennsylvania. Todd graduated from Pace University with a B.A. in business administration and an M.B.A. in financial management. He has been a member of the Investment Management Consultants Association® (IMCA®) since 2004 and holds the Series 3, 7 and 66 securities licenses, as well as life and health insurance licenses.

                      Professional achievements and education
                      Todd has served as a Retirement Plan Consultant to a number of private equity, distribution and services companies across the United States. He has continued to hone his skills and experience in the retirement planning arena by obtaining the designation of Chartered Retirement Plans Specialist, (CRPS®), which focuses on retirement plan administration, design and maintenance.

                      • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
                      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                        • Private Wealth Advisor
                        1285 Avenue Of The Americas
                        New York, NY 10019
                      • Max Sabert

                        Max Sabert, CFP, CIMA, CEPA

                        Vice President–Wealth Management

                        Private Wealth Advisor

                        • image
                        • image
                        • image
                        • image
                        View bio Industry recognition
                        • AL
                        • AR
                        • AZ
                        • CA
                        • CO
                        • CT
                        • DC
                        • DE
                        • FL
                        • GA
                        • IA
                        • IL
                        • IN
                        • KS
                        • KY
                        • LA
                        • MA
                        • MD
                        • ME
                        • MI
                        • MN
                        • MT
                        • NC
                        • NH
                        • NJ
                        • NM
                        • NV
                        • NY
                        • OH
                        • OK
                        • OR
                        • PA
                        • RI
                        • SC
                        • TN
                        • TX
                        • UT
                        • VA
                        • VT
                        • WA
                        • WI
                        • WY

                        Max is a Private Wealth Advisor that advises entrepreneurs, early employees and financial executives on their complex financial planning strategies and investment needs. Max has been at UBS since 2010, holding various positions at the firm. Prior to becoming a Private Wealth Advisor, Max was an advanced financial planning resource for the UBS Americas New York Office, supporting Private Wealth Advisors in delivering comprehensive financial planning to ultra high net worth clients. Prior to that role, he pioneered the new Financial Advisor program at UBS, managing and training the new advisors who joined the firm. Max continues to work closely with clients to deliver comprehensive and holistic financial planning, utilizing his in depth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities. 

                        Education and credentials
                        Max received his B.B.A in finance from The College of William & Mary where he was also a dual sport athlete as an all-conference varsity gymnast and a member of the varsity swimming and diving team. Max is a Certified Financial Planner™ professional and is trained in personal financial planning, retirement planning and estate planning strategies. He also holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Massachusetts Institute of Technology, Sloan School of Management. Max is also a Certified Exit Planning Advisor, administered by the Exit Planning Institute. He maintains the Series 7 and 66 securities licenses, as well as multiple state health and insurance licenses.

                        Outside of UBS
                        Max grew up in the Midwest but splits his time with his wife between the east coast hubs, Miami and Manhattan, and enjoys being closer to the beaches. In his spare time, he is passionate about working out, golfing and traveling.

                        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
                        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                          • Private Wealth Advisor
                          100 SE 2nd Street
                          Suite 2500
                          Miami, FL 33131
                        • Sarah Gies

                          Sarah Gies, CFP

                          Senior Wealth Strategy Associate

                          • image
                          • image
                          • image
                          • image
                          View bio
                          • AR
                          • AZ
                          • CA
                          • CO
                          • CT
                          • DC
                          • DE
                          • FL
                          • GA
                          • IA
                          • IL
                          • IN
                          • KS
                          • KY
                          • LA
                          • MA
                          • MD
                          • MI
                          • MN
                          • MT
                          • NC
                          • NH
                          • NJ
                          • NM
                          • NV
                          • NY
                          • OH
                          • OK
                          • OR
                          • PA
                          • RI
                          • SD
                          • TN
                          • TX
                          • UT
                          • VA
                          • VT
                          • WA
                          • WI

                          As a Senior Wealth Strategy Associate, Sarah assists Todd and Max on enhancing existing relationships and sourcing new client opportunities. She focuses on the team’s operations, financial planning, investment management, and client portfolio reporting. Sarah is a Certified Financial Planner™ professional and is trained in personal financial planning, retirement planning and estate planning strategies.

                          Prior to joining ZS Wealth Partners, Sarah worked on the Family Advisory and Philanthropy Services team at UBS.  In this role, she worked with Ultra High Net Worth clients and their families on multi-generational wealth transfers, family governance, and philanthropic strategy. She is passionate about working with families to engage their next generation(s) to best prepare them for their own financial decision making and wealth stewardship.

                          Sarah graduated from the University of Florida in 2018 earning a Bachelors of Science in Finance. She then joined UBS Wealth Management’s Graduate Talent Program, where she spent two years rotating throughout the firm and gaining a strong foundation in its capabilities and resources. Sarah grew up in Rye, New York and now lives in Manhattan.  In her free time, she enjoys hiking and visiting the mountains, golfing, and finding new restaurants in NYC.

                          Sarah maintains her Series 7 and 66 licenses. 

                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                1285 Avenue Of The Americas
                                New York, NY 10019
                              • Mabel M. Lee

                                Mabel M. Lee

                                Senior Client Associate

                                • image
                                • image
                                • image
                                View bio

                                  Mabel Lee is the Senior Registered Client Service Associate for ZS Wealth Partners. She has been with UBS Financial Services Inc. for more than 15 years and has been in the financial services industry for more than 20 years. Prior to joining UBS, Mabel worked as a Portfolio Analyst for a large New York based pension fund. Mabel provides comprehensive client service in all aspects of account administration and operations, in addition to supporting the team’s business development and marketing efforts. She is also responsible for performing activities designed to provide education, enhance communication and facilitate the overall client experience.

                                    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                        1285 Avenue Of The Americas
                                        New York, NY 10019

                                      Additional resources and expertise

                                      Connecting you to a world of opportunity
                                      As a Private Wealth Management client, you will have access to UBS’s most innovative thinking and capabilities.

                                      Advanced Planning

                                      Investment Bank

                                      Family Office Solutions

                                      Family Advisory and Philanthropy Services

                                      Tailored lending

                                      CIO research

                                      Managing wealth is our craft

                                      We’re committed to understanding what wealth means for you.

                                      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                                      Contact us

                                      Backed by the strength of UBS

                                      A global leader in wealth management

                                      $5+ trillion

                                      In invested assets globally 
                                      As of 11/07/2023

                                      51 countries

                                      Our global footprint

                                      Global leader

                                      UBS is a world-leading wealth manager

                                      Insights

                                      Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

                                      As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

                                      Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

                                      Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

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                                      Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

                                      For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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