Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three generations in front yard

Joseph Kross, CFP, AWMA

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Your goals are the starting point
Financial planning
Retirement planning
Investing
Asset allocation
Alternative investments
Long-term care planning
Legacy planning
299 Park Avenue
11th floor
New York, NY 10171
  • (212) 821-2960

Email Me

UBS Wealth Way

UBS Wealth Way

The rising generation in a new world

The rising generation in a new world

Athletes and entertainers, let's talk legacy

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

More than 150 years

offering financial advice

Global leader

UBS is a world-leading wealth manager