Aster Wealth Management - UBS Financial Services Inc.

Visit our office today located in Santa Fe, NM. 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.

Merians Wealth Management Group, part of UBS Financial Services Inc. in Santa Fe, NM, specializes in providing customized financial strategies tailored to meet the unique needs of their clients. Their mission is to foster long-term relationships through a commitment to quality client service, ensuring that clients can focus on their long-term goals while managing their short-term needs. The team is led by Daniel Merians, a Senior Vice President and Wealth Management Financial Advisor with extensive experience in portfolio management and financial planning. Supporting him are Mariana Z. Zuanetti, a Senior Wealth Strategy Associate, and Susan Vrabel, a Senior Registered Client Associate, all dedicated to assisting clients with their financial planning and investment strategies. Generated from the website

Financial Planning & Investment Advisory Firm with Offices in New York and Santa Fe (N.M.). Our philosophy is to provide conflict-free services and place our clients' needs first. We work only for you - not a broker, bank, or insurance company. As a fiduciary, we are independent, objective, and commission-free. We believe that independent, fee-only advice yields the best financial solutions. A fiduciary standard obligates us to act in good faith and put your interests ahead of our own. At Wharton Wealth Planning, we help clients navigate life events (retirement, divorce, inheritance, career) by customizing financial plans and investment accounts to achieve long-term goals. We provide comprehensive wealth management services to deliver peace of mind. Our experienced financial consulting team can help you implement a financial plan that is specific to your cash-flow needs, family circumstances, investment goals, and financial and tax situations. We use a detailed discovery and analysis process to help create a financial plan that works best for you. Steps to create a plan include: (1) Consultation (2) Discovery (3) Evaluation of Strategy and Alternatives (4) Implementation and (5) Review. Financial plans and personal finance strategies are developed by a CERTIFIED FINANCIAL PLANNER (CFP) to meet clients unique and evolving situations. Our CFPs are compensated for their time and expertise in comprehensive financial planning and investment management under a clear fee structure.