Lauren Mirman - UBS Financial Services

Essential Wealth Partners, a division of UBS Financial Services Inc., is a trusted and experienced team of investment advisors based in Short Hills, NJ. With a commitment to personalized service and exclusive access to a global platform of solutions, they offer private wealth management services to help clients navigate their financial journey with confidence. Their collaborative approach, deep planning conversations, and tailored portfolios address clients' long-term goals and concerns, while their focus on transparency and exceptional client service sets them apart.

Led by Senior Vice President Evan R. Bloomberg, CFA, and supported by Senior Wealth Strategy Associate Lauren Srour, the team at Essential Wealth Partners is dedicated to delivering quality strategies customized to clients' needs. With a focus on outcome-based wealth management and a comprehensive planning process, they help clients achieve their financial goals through highly selective investment criteria. Their expertise extends to serving a diverse range of clients, including business owners, corporate executives, entrepreneurs, hedge fund managers, and more.

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