How can you pursue what matters most?

Young turtle in sand

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • Jason Klein

    Jason Klein

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • IL
    • IN
    • LA
    • MD
    • MI
    • MO
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • SC
    • TN
    • TX
    • VA
    • WA
    • MBA from Canisius College, BA in English from University of Buffalo, attended Kent State University, played college ice hockey
    • Joined UBS via acquisition in 2007
    • 27 years of experience in financial services industry
    • Previous Firms include McDonald Investments (KeyCorp), Tucker Anthony, Merrill Lynch
    • Founder & co-owner of Buffalo Wings Pro Roller Hockey Organization
    • Chairman, Secrets of Champions Advisory Board
    • Focus:   Financial Planning and Investment Strategy orchestration
    • Licenses:  Series 6, 7, 31, 63, 65/66, Life & Health

      • Canisius College, MBA
      • University of Buffalo, BA in English
      • Certified Exit Planning Advisor
      250 Delaware Avenue
      Suite 610
      Buffalo, NY 14202
    • Peter Trigg

      Peter Trigg, CRPS

      Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AR
      • AZ
      • CA
      • CO
      • CT
      • FL
      • ID
      • IN
      • LA
      • MA
      • MD
      • MI
      • MO
      • NC
      • NJ
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • BS from University of Buffalo
      • Joined UBS via acquisition in 2007
      • 29 years experience in financial services industry
      • Previous Firms include McDonald Investments & Smith Barney
      • Professional auto racing experience
      • Focus: investment strategy specifics & application for individual wealth management & qualified plan clients
      • Licenses: Series 6, 7, 31, 63, 65/66, Life & Health
      • CA Ins Lic: 0I24193

        • University of Buffalo, B.S.
        • Chartered Retirement Plans Specialist℠
        250 Delaware Avenue
        Suite 610
        Buffalo, NY 14202
      • Kyle Kozlowski

        Kyle Kozlowski, CFP

        Senior Wealth Strategy Associate

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        • FL
        • MI
        • NY
        • BS from SUNY Buffalo State
        • 7 years experience in financial services industry
        • Played professional ice hockey in Poland
        • Attended New England College, played college ice hockey
        • Focus: data integration & investment strategy support
        • Licenses: Series 7, 66

          • SUNY Buffalo State, B.S.
          • CERTIFIED FINANCIAL PLANNER™
          250 Delaware Avenue
          Suite 610
          Buffalo, NY 14202
        • Christina M. Bottega - Profile Photo

          Christina M. Bottega

          Team Administrator

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          • NY

                250 Delaware Avenue
                Suite 610
                Buffalo, NY 14202

              The circular economy: What is it?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Players TV

              The world’s top athletes are back in business

              Watch the all-new season of PlayersTV’s “Front Office,” presented by UBS

              In season one, the world’s top athletes got down to business, investing in thriving start-ups. In season two, a new team of world-class athletes hears pitches from entrepreneurs with a range of exciting businesses. Who will get the funding they need to take their business to the next level? 

              Episode 4: Deron Williams—3X NBA All-Star; 2X Olympic Gold Medalist

              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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