A legacy for generations

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Opera house

Roland von Winckelmann

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • CO
  • FL
  • HI
  • ID
  • NV
  • NY
  • OK
  • TX
  • VA

Education

  • Bachelor of Science, Business Administration with an emphasis in Marketing and Entrepreneurship, California State University of Los Angeles
  • Personal Financial Planning Certificate, UCLA

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

Financial planning
Education planning
Retirement planning
Estate planning strategies
Legacy planning
251 South Lake Avenue
10th Floor
Pasadena, CA 91101
  • (626) 405-8270

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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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