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

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

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

  • 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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