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
  • MT
  • NV
  • NY
  • OK
  • TX
  • UT
  • VA
  • WA

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.

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Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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