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

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

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

        Focus on liquidity management

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        UBS and Credit Suisse—stronger than ever

        Managing wealth is our craft

        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

        Backed by the strength of UBS

        A global leader in wealth management

        $5+ trillion

        In invested assets globally 
        As of 11/07/2023

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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