A top-ranked UBS financial advisor and his team, which oversaw $850 million in client assets, have left the wirehouse to open an independent firm, prompted to do...
In The News
Most people do not know how to plan for retirement. They just know they want to be able to do it comfortably, whatever that means. A successful...
In September, Barry P. Mitchell Jr. announced the launch of his Harrison-based Next Level Private as a fully independent, registered investment adviser. Mitchell, who began his financial...
In his 35-year career in finance, Barry Mitchell has weathered a lot of financial storms and kept a lot of client’s spirits afloat. Now at the helm...
Professional golfers spend more time and focus on their short games than any other aspect of golf...It strikes me that successful investing requires the exact opposite paradigm.
2022 has recently come to an end and good riddance. It is an understatement to say that it was a challenging year in the financial markets with...
Although this may not be a question you have asked yourself, I am here to tell you that I think you should. Maybe an even better question...
When it comes to achieving financial success, all too often people end up being their own worst enemy. Letting emotions such as fear or greed drive your...
Achieving financial success is a long-term proposition. That’s something you may not realize if you regularly watch any of the broadcast and online financial networks.
Next Level Private works to put clients in a better financial position every single day. We offer a full range of financial services, including goals-based planning, fiduciary...
With a financial services career spanning more than 34 years, Barry P. Mitchell, Jr. is eminently qualified in his role as a trusted advocate helping clients navigate...
Next Level Private announced it became a fully independent registered investment advisor. The firm, which was formerly associated with UBS as Mitchell WealthCare, does not require a...
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...
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...
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...