Auer & Associates is a New York-based team of financial advisors, backed by the global resources of UBS Financial Services Inc. They provide comprehensive wealth management and personalized investment guidance to families and business owners, addressing concerns such as wealth preservation, tax mitigation, estate planning, and asset protection. Led by Hans Auer, a Senior Vice President with over two decades of experience, the team is committed to delivering quality strategies tailored to each client's needs.
With a focus on long-term relationships and a commitment to quality client service, Auer & Associates aims to be the primary source of financial advice for their clients. The team includes experienced professionals such as Kristie Jo Peppy, the Team Administrator, Tonie Wirsen, a Senior Registered Client Service Associate, and Alex Grace, a Senior Wealth Strategy Associate. Together, they work closely with clients to develop personalized financial plans and investment strategies, helping them pursue their goals and achieve financial clarity and confidence.
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