Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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David Krigstein

Director

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • MA
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • VT
  • WA

Credentials

  • Accredited Wealth Management Advisor
  • Chartered Retirement Plans Specialist
  • Portfolio Manager
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361
  • (805) 367-3644

Email Me

  • Joan A. Stern Profile Picture

    Joan Stern

    Client Associate

    • image
    • image
    • AZ
    • CA
    • MD
    • NM
    • NV
    • NY
    • OR

          3011 Townsgate Road
          Suite 300, 3rd Floor
          Westlake Village, CA 91361
          joan.stern@ubs.com
          Joan Stern
          3011 Townsgate Road,Westlake Village,CA,91361

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        UBS and Credit Suisse—stronger than ever

        Global Wealth Report 2024

        Crafted wealth intelligence

        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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        As of 03/31/2024

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        UBS is a leading and truly global wealth manager

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