Princeton, NJ Financial Advisors | Princeton Investment Consulting

Family wealth management

Princeton Investment Consulting

609-919-2331
609-919-2332

609-919-2330

100 Overlook Center
Suite 100
Princeton, NJ 08540

Today’s complex economy requires an experienced team that delivers sophisticated solutions and comprehensive planning for all aspects of your financial life. For more than 35 years, we have been delivering trusted advice to highly successful individuals and their families.

Financial planning for all stages of life

We listen and gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan. Then we track your plan’s progress, communicate regularly and make adjustments for life changes and economic conditions.

An integrated approach. We look at all aspects of your financial life: we integrate your portfolios, assets, liabilities and savings into a single, comprehensive view.
Liquidity, longevity and legacy. Our goal-oriented approach to planning allows us to help you separate assets specific to maintaining your lifestyle from those earmarked for your legacy. We’ll help create strategies for the capital you’ll need to meet specific goals along a timetable that is right for you.
Multigenerational strategies. We take the time to understand your family wealth dynamics and the important decisions you face. As dedicated planning specialists, we provide timely strategies that help grow and protect income and safeguard the preservation and transfer of wealth.

Customized investing for your specific situation

We care about people, not just their portfolios. Our team is grounded in the best practices of prudent asset allocation and risk management and we build custom investment strategies based on a professional system for identifying the most tax-efficient and risk-conscious ways to construct your portfolio.

Asset allocation and risk management. We develop asset allocation strategies and coordinate an appropriate combination of traditional as well as alternative investment advice required to deliver your objectives while controlling risk and volatility.
Open architecture. We are free to choose the best solutions for our clients, whether managing portfolios ourselves or selecting institutional money managers.
Global resources. To provide perspective on your investment decisions, we stay on top of the latest financial thinking, research and global trends.

Dedicated service focused on your individual needs

Exemplary service is the key to a successful relationship. By offering high-touch service, our goal is to develop the kind of trust that helps simplify your financial life and builds long-lasting relationships.

Proactive communication. We consistently strive to anticipate your needs and ensure that you understand the thought process behind our solutions. We stay on top of the latest and most prudent financial thinking and share that expertise through monthly contacts, quarterly performance evaluations, and one-on-one meetings and financial plan reviews.
Client service professionals. Clients rely on our attentive, flexible and detail-oriented client service team for a host of financial and administrative needs.
Coordination with trusted advisors. We will work with your accountants and attorneys and other professionals to fully understand the nature of your liabilities and assets so that we can develop a complete picture of your goals, risk profile and needs.

Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.

We leverage our institutional consulting experience

Because of our experience working with institutional clients in a fiduciary capacity, we have a depth of knowledge in the design, implementation and monitoring of complex investment solutions. We translate this institutional consulting experience into action by creating comprehensive wealth strategies.

Our team is well-positioned to provide financial planning to help senior executives get the most from their equity incentive program by integrating it with their overall wealth management strategy. We can help executives:

Understand the company compensation and benefit plans in context of their overall wealth management strategy
Determine short- and long-term financial goals
Develop a long-term financial plan addressing: retirement, estate planning, taxes, insurance and investment management

Learn more about our institutional consulting capabilities

Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.