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
  • DC
  • MA
  • MD
  • 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

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

          3011 Townsgate Road
          Suite 300, 3rd Floor
          Westlake Village, CA 91361

        The circular economy: What is it?

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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