The Short Hills Group - UBS Financial Services Inc.
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The Short Hills Group is a team of experienced financial advisors at UBS Financial Services Inc. in Short Hills, NJ, dedicated to building lasting relationships with their clients. They provide personalized financial planning and wealth management services that go beyond investments, encompassing all aspects of their clients' financial lives.
With a combined industry experience from various merged firms, the team, led by James Schwarz, Senior Vice President Investments Financial Advisor, offers expertise in planning, portfolio management, and serving both individual and institutional accounts. They prioritize understanding their clients' goals and risk tolerance to create successful investment experiences. The team is committed to making a real impact in the lives of their clients by guiding them through major life events and helping them preserve and pass on their wealth.
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