1. United Wealth Management Group
Jeffrey M. Siegel, JD, LL.M
Vice President
Jeffrey Siegel joins United Wealth Management Group as Vice President. Jeff
brings twenty-five years of experience in legal, tax and financial matters to
allow us to better serve our clients.
Jeff earned his Juris Doctor from the University of Connecticut School of
Law and his LL.M. in Taxation from New York University School of Law. His
first position out of law school was in the Private Clients group of a “Big
Four” accounting firm, performing tax planning and compliance for highly
compensated individuals.
He practiced as an attorney for twenty years, specializing in estate planning and administration. Jeff is
admitted to practice in Massachusetts and Connecticut, and to appear before the United States Tax
Court and the United States Supreme Court. He spent the past three years as a professional fiduciary
and trust officer with an international corporation.
He has served as adjunct faculty, seminar leader and author on topics involving areas of estate plan-
ning, specializing in trust administration and taxation. Jeff is a member of the Board of Directors of
the Pioneer Valley Estate Planning Council and is a member of the Estate Planning Council of
Hampden County.
Jeff resides in Westfield with his wife. He has been active in civic organizations, and has served on
the Board of Directors of a number of arts organizations, including the Greater Hartford Festival of
Jazz and the Northampton Center for the Arts. He has served terms on both the Connecticut
Commission on the Arts and the Springfield Cultural Commission. He writes a jazz blog and records
a podcast entitled “Straight No Chaser”, which was cited by the Wall Street Journal in 2009 as “a great
way for readers to discover new artists and lesser-known works from popular performers.”
140 Main Street, Ste. 400
Northampton, MA 01060
O: 413-585-5100 F: 413-585-5153
