Kathleen Entwistle Management, Private Wealth Advisor, Senior Portfolio Manager Entwistle Partners at UBS Private Wealth Management

61 South Paramus Road, Mack Center,
2nd Floor
Paramus, NJ 07652 201.587.2730

Our clients require a highly experienced team of professionals to help coordinate and manage all aspects of their financial lives. They expect to have the safe and reliable resources of a dedicated private wealth-management practice. They demand clear options and elegant solutions so that they can make wise, informed decisions. That’s why a select clientele of corporate executives, successful entrepreneurs and families of significant means turn to the capable leadership and expertise of our team.

At a Glance

Minimum Net Worth Requirement

$5 million

Financial Services Experience

20+ years

Compensation Method

Asset-based fees and financial planning fees based on complexity

Primary Custodian for Investor Assets

UBS Financial Services Inc.

Assets Under Management Available on request
Minimum Fee for Service None
Largest Client Net Worth $1.5 billion
professional services provided
  • Planning
  • investment advisory
  • insurance products
  • money management services and investment products

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