ADM Wealth Management - UBS Financial Services Inc.

Wealth planning isn’t just numbers on a spreadsheet. ADM Wealth Management operates from a high-rise at 299 Park Ave New York, NY 10017, where the Midtown grid hums with the kind of quiet urgency that defines financial consulting. The firm specializes in portfolio strategy, tax-efficient investing, and intergenerational transfers—services that tend to draw professionals who prefer discretion over flash.

UBS Financial Services Inc. provides the institutional backbone, but the local team tailors each plan to the rhythms of New York life: unpredictable markets, high property taxes, and the occasional windfall from a startup exit. They handle everything from concentrated stock positions to charitable-gift trusts, always with the understanding that Manhattan real estate and global equities don’t move in sync. A call to +1 212-333-8892 reaches the office directly, bypassing the usual corporate switchboard.

Directions can be pulled from the map, though most clients already know the block between 48th and 49th. Midtown’s density means the address is easy to find, but the real work happens in conversations that rarely make it onto a balance sheet.