The Most Critical Question for Retirement: Why?
In this thoughtful piece for Rethinking65, Barry Mitchell explores one of the most important questions people can ask before retirement: not just “Can I retire?” but “Why?” It’s an insightful look at identity, fulfillment, and building a meaningful next chapter beyond work.
UBS FAs Launch Indie RIA, Citing Freedom from ‘Proprietary Constraints’
A large financial advice team has left UBS to form a new independent registered investment advisor firm. Led by founder and managing director Barry Mitchel, the newly formed Next Level Private was previously affiliated as Mitchell WealthCare with UBS, according to Next Level.
Firm Breaks Away From UBS to Start $850M Independent RIA
An eight-person, Harrison, New York-based advisory firm with $850 million in assets under management has broken away from UBS to become an independent RIA. UBS-affiliated Mitchell WealthCare has changed its name to Next Level Private after going its own way.
US Wealth Team Goes Independent
Next Level Private, a wealth management house formerly affiliated with UBS as Mitchell WealthCare, has become a fully-independent registered investment advisor. Its eight-person team oversees $850 million in client money. Barry Mitchell, founder and managing director, Next Level Private, began his financial services career in 1987 with Merrill Lynch and became a financial advisor with […]
UBS Affiliate Investment Adviser Mitchell WealthCare Goes Independent
Mitchell WealthCare, the advisory firm formerly affiliated with UBS, has launched as Next Level Private, an independent fiduciary registered investment adviser. The firm, headquartered in Harrison, is made up of eight people and manages over $850 million in assets.
Former UBS Advisor Launches N.Y. Independent RIA With $850M AUM
Financial advisor Barry Mitchell has launched Next Level Private, an independent registered investment advisor (RIA) in Harrison, N.Y., with $850 million in client assets, according to a news release. Since 2011, Mitchell and his eight-member team were affiliated with UBS as Mitchell WealthCare.
Next Level Private Launches as a $850 Million Independent Fiduciary RIA
Next Level Private, formerly affiliated with UBS as Mitchell WealthCare, proudly announces that in order to better serve its clients, it has become a fully independent registered investment advisor (RIA). The eight-person firm has $850 million in assets under management and offers a full range of financial services including goals-based planning, fiduciary advice, and financial advocacy.
Wirehouse Exit: $850 Million Team Quits UBS to Launch RIA
Next Level Private was featured in Barron’s following founder Barry Mitchell’s decision to leave UBS and launch an independent fiduciary firm after more than three decades in the financial industry. The firm’s focus is independent client-first philosophy, and commitment to delivering personalized wealth management and financial advo