A plan for today, tomorrow and generations to come

Kleinschuster-Wealth-Management-Group

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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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Daniel-Kleinschuster

    Daniel George Kleinschuster

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • MD
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Dan began his financial services career in 2000 and joined UBS in 2007.  Prior to UBS, he was a financial advisor with Wachovia Securities for 7 years.  Dan specializes in providing comprehensive analyses of a client's total financial life.  These analyses include the review of assets and liabilities, income sources, pension and social security benefits, insurance coverage and more.  He then follows through with implementing the appropriate financial and investment planning strategies.

    Dan holds the Series 7, 31, 63 and 65 securities licenses as well as his life and health insurance license.  Additionally, he achieved UBS's elite Wealth Advisor distinction as well as being a Directors Club member for the past five years.  He received a B.S. degree from the University of Richmond and offers much community involvement, such as coaching youth sports, serving college students through his church and being active with both Veritas School and the Scholarship committee for the Community Foundation.

    Dan and his wife, Dana live with their four children in Richmond, Virginia.  In his spare time, Dan enjoys most outdoor activities including golf, swimming and running as well as being committed to mentoring young couples with proven marriage and parenting principles. 

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Richmond, B.S.
    • Wealth Advisor
    951 East Byrd St.
    Riverfront Plaza East, Suite 520
    Richmond, VA 23219
  • Denise Saliga

    Denise Saliga

    Client Associate

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    • AZ
    • FL
    • MD
    • NC
    • PA
    • SC
    • VA
    • VT
    • WA

    Denise joined UBS in February 2006 from Wells Fargo..   She started her career in investments in 1979 with Bache Halsey Stuart Shields Inc. in West Virginia as the manager's assistant.   She moved to Virginia Beach in 1984, joined Merrill Lynch, and obtained her Series 7, 63, and life, health and annuity licenses in 1992 while working as a senior client associate.   In 1995, she became the branch administrator in Virginia Beach for Wachovia Securities (Wells Fargo). She transferred to Richmond in 1999 with Wells Fargo and served as the branch administrator for the Richmond office.

    Denise is a member of the Regency Women's Club.

    Denise was born on the Landstuhl Air Force Base in Ramstein Germany and now resides in Richmond with her husband Eric Fox and her two boys, Benjamin and Zachary.

          951 East Byrd St.
          Riverfront Plaza East, Suite 520
          Richmond, VA 23219
        • Grace-Borden

          Grace Borden

          Client Associate

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          • AZ
          • FL
          • GA
          • MA
          • MD
          • NC
          • NY
          • PA
          • SC
          • TN
          • VA
          • VT

            • Virginia Commonwealth University, Bachelor of Fine Art's Degree in Fashion Merchandising
              951 East Byrd St.
              Riverfront Plaza East, Suite 520
              Richmond, VA 23219

            The Year Ahead - Sustainable Investing

            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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