Global Access. Boutique Solutions.

Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Josh Cummins UBS Headshot

    Josh Cummins, CFA®

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • WA

    Josh is a Managing Director and Senior Portfolio Manager with 25 years of experience in the wealth management industry. His focus is on serving the complex, holistic needs of ultra-high-net-worth clients. Josh advises on all aspects of goals-based wealth management, including financial planning, asset allocation and portfolio management. Working with successful entrepreneurs, entertainers, and wealthy families, his passion is to empower clients to live purposeful lives through the stewardship of their wealth. 

    Prior to joining UBS, Josh worked in Wealth Management at Merrill Lynch, Credit Suisse and Donaldson, Lufkin & Jenrette. He holds the Chartered Financial Analyst® designation and is a member of the Los Angeles Society of Financial Analysts. Josh completed his BA in Business Administration from Pepperdine University and earned his MBA from the Graduate School of Business at Columbia University. He has been recognized by Forbes on the Best-in-State Wealth Advisors list from 2022-2024. Josh enjoys adventure travel, mountaineering, running, great sushi, and fine wine. He resides in Westlake Village with his wife, Kristen. They have three adult children, Kylie, Jake and Caitlin. 

      • Columbia University, MBA
      • Pepperdine University, BS
      • Senior Portfolio Manager
      • Chartered Financial Analyst®
      Financial planning
      Custom portfolios
      Business owners
      Professional entertainers
      Estate planning strategies
      Alternative investments
      Philanthropy
      Securities-backed lending
      3011 Townsgate Road
      Suite 300
      Westlake Village, CA 91361
      josh.cummins@ubs.com
      Josh Cummins, CFA®
      3011 Townsgate Road ,Westlake Village,CA,91361
    • Megan Lermer UBS

      Megan Lermer

      Team Administrator

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      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • LA
      • MA
      • MD
      • ME
      • MN
      • MO
      • MT
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OR
      • PA
      • SC
      • TX
      • UT
      • VA
      • VI
      • WA

      Megan is originally from Wilmington, DE, and Princeton, NJ, and has been a resident of the Los Angeles area since 2003. She joins UBS Private Wealth Management in Westlake Village as a team administrator and registered client associate, bringing over 25 years of experience in the financial services industry. Megan's impressive career includes roles at UBS, Morgan Stanley, and Stifel, where she demonstrated her expertise in managing large volume institutional trading and supporting high net worth clients. She holds Series 7 and 63 licenses and has a strong track record of increasing assets under management, notably transitioning $500 million worth of client accounts at Morgan Stanley. Megan's knowledge spans various financial products, including municipal bonds and collateralized mortgage obligations. Outside of work, Megan is a dedicated mother of three, including an 11-year-old daughter and two sons, one of whom plays baseball, and she spends much of her personal time supporting her son at his games.

        • Arizona State University, BS, Finance
          3011 Townsgate Road
          Suite 300, 3rd Floor
          Westlake Village / T, CA 91361
          megan.gold@ubs.com
          Megan Lermer
          3011 Townsgate Road,Westlake Village / T,CA,91361

        Private Wealth Management

        As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

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        Sophisticated portfolio management

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.8+ trn

        UBS Group invested assets
        As of 03/31/2024

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

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