A plan for today, tomorrow and generations to come

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Jim Krug is the founding partner of The Krug Wealth Consulting Group, bringing more than 39 years of experience in the financial services industry. He began his career at Merrill Lynch in 1987 and joined UBS in 2016 as a Senior Vice President.

Throughout his career, Jim has guided clients through a wide range of market environments, providing steady, experienced leadership and perspective. He works closely with business owners and retirees, delivering thoughtful advice centered on long-term financial security, wealth preservation, and retirement planning.

Jim takes a comprehensive and highly personalized approach to wealth management, advising clients across all aspects of their financial lives. His work includes investment management, retirement planning, liability management, personal banking strategies, and estate and generational planning, ensuring clients have a cohesive plan in place for each stage of life.

He is a graduate of St. John’s University and previously served as President of the Freeport Tuna Club.

Jim resides in Merrick, New York with his wife, Kim, and has three children. Outside of the office, he is a competitive sport and tournament fisherman.

• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• LA
• MA
• MD
• ME
• MI
• MN
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• TX
• UT
• VA
• VT
• WA
• WI
• WV

Jack Krug is a Financial Advisor and Co-Founder of The Krug Wealth Consulting Group, where he works closely with retirees, pre-retirees, and business owners to help them navigate the complexities of wealth management with confidence.

Partnering with his father James, who brings over 39 years of industry experience, Jack delivers thoughtful, disciplined guidance focused on retirement income planning, wealth preservation, and long-term financial security. Together, they provide a highly personalized approach designed to help clients align their financial strategies with their life goals.

Jack earned both his Bachelor of Science in Business Administration and a Master’s in Finance from the University at Buffalo, graduating Magna Cum Laude.

He specializes in developing comprehensive retirement strategies, helping clients transition from accumulation to distribution, optimize income streams, and plan for the unexpected. Jack has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation, reinforcing his commitment to retirement-focused advice.

A New York City resident, Jack enjoys spending his free time fishing and on the golf course.

• Chartered Retirement Planning Counselor

Maria began her career as a Regulatory Paralegal and after raising her family re-entered the workforce as a Branch Service Associate at UBS in 2015. She was promoted to Client Service Associate in 2017. As the first line of contact, Maria is dedicated to helping the team with all administrative and operational details necessary for creating the best client experience.

Maria and her husband Dan reside in Westbury NY with their 3 children. In her free time, she enjoys cricut crafting and graphic design.