The Ubertini Group

Entrepreneurs, corporate executives, and stewards of generational wealth require a deeper level of specialized knowledge, support, and service.

Opportunities unexpectedly appear and sudden obstacles need to be carefully navigated. Together with our clients and their trusted tax and legal professionals, we can draw upon research and insights as well as the guidance of a team of Merrill and Bank of America specialists as the need arises.

Wealth Strategists work with you on building out and stress testing specific components of your plan.

Trust and philanthropy specialists help amplify the lasting impact of your wealth.

Alternative Investment and credit specialists to help mitigate risk and take advantage of new opportunities.

Business succession planners and investment bankers to help monetize and transition your family business.

*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.