A plan for today, tomorrow and generations to come

Krenz Locala Ruby Wealth Management

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Two people talking overhead

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.

  • Robert W. Krenz, CRPS®

    Robert W. Krenz, CRPS®

    Senior Vice President–Wealth Management

    Financial Advisor

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    Mark V. Ruby

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Dominic P. Ruby

    Dominic P. Ruby

    Vice President–Wealth Management

    Financial Advisor

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  • Letty Martinez

    Letty Martinez

    Senior Client Service Associate

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  • Erin Barr

    Erin Barr

    Client Service Associate

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  • Meaghan Spann

    Meaghan Spann

    Client Service Associate

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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.

Retirement planning

Multigenerational planning

Education financing

Long-term care planning

Professionals

Retirement plan sponsors

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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