The Matta Wealth Management Group - Ubs Financial Services

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299 Park Ave
New York, NY 10017
+1 (212) 309-3042
https://advisors.ubs.com

The Healy Group is a multigenerational team of financial professionals based in New York, NY. Specializing in relationship management and financial planning for high net worth and ultra-high net worth individuals and families, they believe in going beyond just managing a client's assets to establish trust, confidence, and lasting personal relationships. With a comprehensive financial planning process, they provide tailored advice to help clients define and pursue their financial goals at all stages of life.

Led by Kristin Anne Healy, a Senior Vice President and Wealth Management Financial Advisor with over 27 years of experience, The Healy Group offers holistic wealth management solutions, addressing areas such as investment management, asset allocation, longevity, and multigenerational family planning. Committed to quality client service, they aim to be the primary source of financial advice for their clients, building long-term relationships based on trust and personalized strategies.

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