Dana Macaluso, CFP, CPWA - UBS Financial Services Inc.

Midtown’s office towers hum with the kind of quiet ambition that draws people who manage large sums—executives, entrepreneurs, and retirees mapping out their next chapter. Among them, Dana Macaluso, CFP, CPWA at UBS Financial Services Inc. offers superannuation consulting that goes beyond basic retirement planning. Estate strategies, tax-efficient withdrawals, and portfolio longevity are part of the conversation here; so are the less obvious details like charitable-giving structures and intergenerational wealth transfer. The practice sits at 1285 6th Ave New York, NY 10019, a crossroads where finance and daily city life overlap without fanfare. Those who prefer to discuss numbers in person rather than over email can call (212) 713-3603 to schedule a time. The map at this link shows the exact entrance between West 51st and 52nd streets—useful when the sidewalk crowd swallows every storefront sign.