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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We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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$5.8+ trn

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As of 03/31/2024

51 countries

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