Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Our approach

At Crossbar Wealth Partners, we deliver holistic, front-to-back financial strategies that evolve with your needs, focusing on long-term growth, disciplined investing, and proactive risk management. Leveraging deep UBS relationships and global resources, we offer tailored lending and investment solutions, next-gen education, and bespoke planning to help you achieve your goals and preserve your wealth for generations to come.

Let's start building your future.

Navigating complex wealth

We deliver highly customized financial planning and goals-based investment management, aligning every strategy with what matters most to each client. Our team specializes in pre-liquidity planning for business owners, multigenerational wealth structuring, next-gen education, and bespoke solutions for complex financial needs and major liquidity events.

Retirement couple holding surfboards

Retirement planning

Man riding a skateboard

Are you ready for anything?

Family on back porch

Wealth transfer across generations

Launch. Grow. Exit your business.

We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way. 

Launch. Grow. Exit your business.

You’re considering an exit in 5 years

You’re considering an exit in 5 years

You’re 3 years away from exiting

You’re 3 years away from exiting

Planning for the life of your business

on phone

Planning for the life of your business

  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
Learn more

  • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

on phone

Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer insight and guidance, and craft a roadmap that takes into account both the short and long term.

And if you preparing to sell your business, we can help ensure that the process is well-thought-out, runs smoothly and aims to create the most favorable outcome.

Athletes and Entertainers

Swimmer in water

The unique needs of athletes and entertainers

Whether your career is on the playing field, the hardwood, the stage or screen, we focus on your financial world so that you can focus on giving your best. How do we do it? Through customized financial planning focused on your needs and coordinated with your agent and accountant.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jason Klein

    Jason Klein, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • SC
    • TN
    • TX
    • VA
    • WA
    • WY

    Jason has over 30-years of experience in financial services. He serves as the lead financial advisor and wealth planner for Crossbar Wealth Partners and is focused on managing client relationships, steering business development efforts, and team leadership.  He is currently also the Chairman for Secrets of Champions Advisory Board and, formerly, Founder and Co-Owner of the Buffalo Wings, a pro-roller hockey organization. Jason joined UBS in 2007 via the acquisition of McDonald Investments (KeyCorp) following a career that began with advisory positions at Tucker Anthony and Merrill Lynch. In addition to holding Series 6, 7, 31, 63, 65/66 securities licenses as well as Life & Health licenses, he holds the Certified Exit Planning Advisor (CEPA) designation. Jason received his B.A. in English from University of Buffalo and his MBA from Canisius College. 

      • Canisius College, MBA
      • University of Buffalo, BA in English
      • Certified Exit Planning Advisor
      250 Delaware Avenue
      Suite 610
      Buffalo, NY 14202
      jason.klein@ubs.com
      Jason Klein, CEPA
      250 Delaware Avenue,Buffalo,NY,14202
    • Peter Trigg

      Peter Trigg, CRPS

      Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • ID
      • IL
      • IN
      • LA
      • MA
      • MD
      • MI
      • MO
      • MT
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • SC
      • TN
      • TX
      • VA
      • WA
      • WY

      Peter has over 30-years of experience in financial services. He serves as senior financial advisor for Crossbar Wealth Partners and is focused on investment strategy specifics and the application for individual wealth management and qualified plan clients.  Prior to his career as an advisor, Peter was an owner of multiple business as well as a brief stint as a professional racecar driver. Peter joined UBS in 2007 via the acquisition of McDonald Investments (KeyCorp) following a career that began with Smith Barney.  In addition to holding Series 6, 7, 31, 63, 65/66 securities licenses as well as Life & Health licenses, he holds the Certified Retirement Plans Specialist (CRPS) designation. Peter received his B.S. from University of Buffalo. 

        • University of Buffalo, B.S.
        • Chartered Retirement Plans Specialist℠
        250 Delaware Avenue
        Suite 610
        Buffalo, NY 14202
        peter.trigg@ubs.com
        Peter Trigg, CRPS
        250 Delaware Avenue,Buffalo,NY,14202
      • Rafael

        Rafael Williamson

        Executive Director

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • IN
        • LA
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY

        Rafael has over 20-years of experience in financial services. He serves as a Financial Advisor for Crossbar Wealth Partners. He has a background in advising families on their generational wealth framework and guiding business owners and partners through liquidity events. His primary focus is to connect the planning process with portfolio construction and investment implementation.  During his time as a Senior Portfolio Strategist with the UBS Portfolio Advisory Group (2015-2022), he provided asset allocation, portfolio construction, and investment product education to UBS' Ultra High Net Worth clients.  Before joining UBS, Rafael held senior portfolio management positions for an independent advisory firm and a private bank, where he advised private client, foundation, and endowment relationships in building asset allocation strategies and in managing portfolio risks to help meet investment objectives. In addition, he was the Investment Manager for a multi-generation single-family-office, where he managed the traditional and alternative investment allocations for the family’s trusts, foundations, and investment portfolios.  Rafael holds the Series 7, 63, 65 securities licenses as well as Life & Health licenses. Rafael received his B.A. in Economics from Boston University. 

              One Post Office Square
              35th floor
              Boston, MA 02109
              r.williamson@ubs.com
              Rafael Williamson
              One Post Office Square,Boston,MA,02109
            • Kyle Kozlowski

              Kyle Kozlowski, CFP

              Senior Wealth Strategy Associate

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              • CT
              • DE
              • FL
              • MI
              • NY

              Kyle has over 10-years of experience in financial services. He serves as Senior Wealth Strategist for Crossbar Wealth Partners and is focused on data integration for the financial planning process as well as investment strategy execution and support. He was formerly a professional ice hockey player in Poland prior to his career as at UBS. In addition to holding Series 7 and 66 securities licenses, he is a CERTIFIED FINANCIAL PLANNER®, professional. Kyle received his B.S. from SUNY Buffalo State

                • SUNY Buffalo State, B.S.
                • CERTIFIED FINANCIAL PLANNER®
                250 Delaware Avenue
                Suite 610
                Buffalo, NY 14202
                kyle.kozlowski@ubs.com
                Kyle Kozlowski, CFP
                250 Delaware Avenue,Buffalo,NY,14202
              • Danielle Mason

                Danielle Mason

                Client Associate

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                  Danielle joined UBS in November 2022 as part of the Wealth Planning Associate Program. Prior to UBS, she was at Citi Bank where she was a Valuation Control Financial Analyst supporting their corporate bond and equity trading desks. Danielle is originally from Williamsville, NY, and a graduate of Marist College with a Bachelors of Science in Business Administration with concentrations in Finance and Economics. As an avid skier, Danielle was also a two-time captain of the Ski Race Team at Marist

                        250 Delaware Avenue
                        Suite 610
                        Buffalo, NY 14202
                        danielle.n.mason@ubs.com
                        Danielle Mason
                        250 Delaware Avenue,Buffalo,NY,14202
                      • Elena Messuro

                        Elena Messuro, CFP

                        Associate Director

                        Team Administrator

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                        • NJ
                        • NY

                        In her current role as Team Administrator, Elena is dedicated to delivering the best possible client service across onboarding, implementation, and relationship management.

                        Elena began her career at UBS in 2021 through the UBS Graduate Talent Program, where she spent two years rotating through key business areas including Capital Markets, Field Leadership, Banking, Wealth Planning, and a Private Wealth Management Financial Advisor team. Following the program, she joined the Chief of Staff team within the Sales & Development organization, supporting Market Leadership and Financial Advisors in leveraging the full capabilities of the firm. Her focus areas included sales strategy, marketing, internal and external events, client and advisor insights, analytics, and more.

                        Beyond her core responsibilities, Elena is passionate about fostering a strong firm culture, building community, and supporting the personal and professional growth of early-tenured colleagues. She currently serves as Co-Chair of the Young Professionals Network at UBS, an organization with over 3,000 members and 18 regional chapters. In this role, she leads a 60+ member management team and oversees programming focused on networking, development, and career advancement.

                        Outside the office, Elena enjoys experimenting with new recipes, traveling, skiing throughout the Buffalo winters, and spending time outdoors with her Golden Retriever, Cooper.

                          • University of Kentucky , B.B.A in Finance and B.S in Accounting, Minor in International Business from University of Kentucky
                          • Team Administrator
                          • CERTIFIED FINANCIAL PLANNER®
                          250 Delaware Avenue
                          Suite 610
                          Buffalo, NY 14202
                          elena.messuro@ubs.com
                          Elena Messuro, CFP
                          250 Delaware Avenue,Buffalo,NY,14202
                        Swimmer

                        UBS Sports & Entertainment

                        When incredible financial opportunities come your way

                        Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

                        A leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        $6 trn

                        UBS Group invested assets
                        As of 12/31/2024

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a leading and truly global wealth manager

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