New York City Metropolitan Area
Private Wealth Advisor striving to make a positive impact through planning. I feel a tremendous responsibility to my clients—they’ve entrusted us with a very important part of their lives—helping to ensure that their wealth and legacy are preserved. Within my practice, I focus on providing strategic financial planning, aiming to help clients grow, preserve and transition their wealth to their families and the causes that matter most. I learned early on the importance of budgeting, saving and planning. That’s why I bring those values to each relationship, with the hope that I can help make a positive impact in my clients’ lives. “Forbes America’s Top Next-Generation Wealth Advisor”, 2017 and 2018 UBS Top 35 under 35, 2019 **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** **Registered States**AZ,CA,CT,DC,FL,GA,IL,MA,MD,NH,NJ,NV,NY,PA,RI,SD,VA,WV /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
We, at Soteria Wealth Management, highly respect the immense level of success you have achieved and understand your desire to safeguard it. That is exactly why we offer seasoned investment insights to help you grow and preserve your wealth. As Private Wealth Advisors, we will connect you to the advice and opportunities you need. We‘ll address your most important goals and handle the many intricate details of your financial life with uncompromising service and commitment. Our deep knowledge of private and institutional wealth management, coupled with our strong focus on multigenerational planning, can be a true source of confidence. Our goal is to help give you the freedom to focus on the other priorities in your life.