Barter Worden Wealth Management - UBS Financial Services Inc.

Financial consulting isn’t just about spreadsheets and projections—it’s about aligning resources with long-term goals. In a city where every block pulses with ambition, Barter Worden Wealth Management offers a quiet counterpoint: a place to step back and assess the bigger picture. The firm operates under the UBS Financial Services Inc. umbrella, bringing institutional rigor to individualized strategies. No flashy promises, just a focus on what matters most to clients.

Tucked into the grid of Midtown East, the office sits at 299 Park Ave, New York, NY 10017—a stretch where corporate towers meet the steady hum of Grand Central’s orbit. The location suits its purpose: accessible for those weaving through the workweek, yet removed enough to allow for undistracted conversations. Restrooms are available on-site, a small but practical detail when meetings stretch longer than expected.

Questions about portfolios, retirement timelines, or legacy planning often start with a call. Reaching the team is simple: dial (212) 333-8992 to discuss next steps or clarify priorities. Some consultations begin with a single question; others unfold over months of adjustments. Either way, the process hinges on clarity—not just in numbers, but in intentions.

First-time visitors might map the route in advance. Directions are a tap away, though the building’s address is hard to miss once you’re on Park. Some things in the city feel permanent; this corner of Midtown is one of them.