J2 Wealth Management - Ubs Financial Services

Visit our office today located in New York, NY. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Alexander Cass at UBS Financial Services Inc. in New York, NY, is a dedicated team of Financial Advisors committed to helping clients navigate the complexities of today's financial markets. With over 160 years of experience, UBS is recognized as a leading global wealth manager, focused on understanding individual client needs and delivering personalized financial strategies. Under the leadership of Managing Directors Enrique Stieglitz and Juan Diez de Bonilla, the team prioritizes long-term relationships and quality client service. Their innovative UBS Wealth Way approach emphasizes liquidity, longevity, and legacy, designed to support clients in achieving their unique financial goals. Generated from the website