299 Park Avenue Branch Office - UBS Financial Services Inc.

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.

Bosphorus Wealth Management Group, a division of UBS Financial Services Inc. in New York, NY, is a highly experienced team of advisors specializing in personalized financial strategies for successful individuals, business leaders, and families with complex financial needs. With over two decades of experience, they collaborate closely with trusted professionals such as attorneys and tax advisors to identify priorities, concerns, and opportunities, providing holistic financial planning to simplify and organize clients' lives. Backed by the vast resources of UBS Private Wealth Management, they offer exceptional solutions and advice that goes beyond investing, securing clients' legacies now and into the future. Bosphorus Wealth Management Group believes in the power of connection and takes pride in connecting clients to experts and leaders throughout UBS. Their name is inspired by Istanbul's Bosphorus Strait, which symbolizes the path to global opportunities and facilitates daily global trade between Europe and Asia. Led by Michael J. O'Hara III, a highly accredited Financial Advisor and Senior Portfolio Manager, the team develops and implements tailored wealth management strategies, incorporating trust and estate planning, retirement planning, insurance and credit management, as well as asset allocation and investment selection. With a focus on fixed income research and strategy, they identify and manage investment portfolios on a fully discretionary basis, ensuring clients' specific needs are met.Generated from the website