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Text Content

The Klein Trigg Wealth Management Team
View FINRA BrokerCheck informationContact usAccount login
The Klein Trigg Wealth Management Team
 * Home(current)
 * Meet the team
 * Contact


HOW CAN YOU PURSUE WHAT MATTERS MOST?

By understanding what’s most important to you, we can organize your financial
life to help make sure your short-term needs don't cloud your long-term goals.
We provide a structure so you clearly understand where your money is, and why.
The plan we create together can help you stay focused at each stage of life,
today, tomorrow and for future generations.

Start the conversation. .



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.


 * JASON KLEIN
   
   Senior Vice President–Wealth Management
   
   Financial Advisor
   
    * 
    * 
    * 
   
   View bio. Jason Klein.
    * AK
    * AR
    * AZ
    * CA
    * CO
    * CT
    * FL
    * GA
    * ID
    * IL
    * IN
    * LA
    * MD
    * MI
    * MO
    * NC
    * NE
    * NJ
    * NV
    * NY
    * OH
    * OR
    * PA
    * PR
    * SC
    * TN
    * TX
    * VA
    * WA
   
    * MBA from Canisius College, BA in English from University of Buffalo,
      attended Kent State University, played college ice hockey
    * Joined UBS via acquisition in 2007
    * 27 years of experience in financial services industry
    * Previous Firms include McDonald Investments (KeyCorp), Tucker Anthony,
      Merrill Lynch
    * Founder & co-owner of Buffalo Wings Pro Roller Hockey Organization
    * Chairman, Secrets of Champions Advisory Board
    * Focus:   Financial Planning and Investment Strategy orchestration
    * Licenses:  Series 6, 7, 31, 63, 65/66, Life & Health
   
   
   
    * Canisius College, MBA
    * University of Buffalo, BA in English
   
    * Certified Exit Planning Advisor
   
   
   250 Delaware Avenue
   Suite 610
   Buffalo, NY 14202


 * PETER TRIGG, CRPS®
   
   Vice President–Wealth Management
   
   Financial Advisor
   
    * 
    * 
    * 
   
   View bio. Peter Trigg, CRPS.
    * AK
    * AR
    * AZ
    * CA
    * CO
    * CT
    * FL
    * ID
    * IN
    * LA
    * MA
    * MD
    * MI
    * MO
    * NC
    * NJ
    * NY
    * OH
    * OR
    * PA
    * SC
    * TX
    * VA
   
    * BS from University of Buffalo
    * Joined UBS via acquisition in 2007
    * 29 years experience in financial services industry
    * Previous Firms include McDonald Investments & Smith Barney
    * Professional auto racing experience
    * Focus: investment strategy specifics & application for individual wealth
      management & qualified plan clients
    * Licenses: Series 6, 7, 31, 63, 65/66, Life & Health
   
   
   
    * University of Buffalo, B.S.
   
    * Chartered Retirement Plans Specialist℠
   
   
   250 Delaware Avenue
   Suite 610
   Buffalo, NY 14202


 * KYLE KOZLOWSKI, CFP®
   
   Senior Wealth Strategy Associate
   
    * 
    * 
    * 
   
   View bio. Kyle Kozlowski, CFP.
    * FL
    * MI
    * NY
   
    * BS from SUNY Buffalo State
    * 7 years experience in financial services industry
    * Played professional ice hockey in Poland
    * Attended New England College, played college ice hockey
    * Focus: data integration & investment strategy support
    * Licenses: Series 7, 66
   
   
   
    * SUNY Buffalo State, B.S.
   
    * CERTIFIED FINANCIAL PLANNER™
   
   
   250 Delaware Avenue
   Suite 610
   Buffalo, NY 14202


 * CHRISTINA M. BOTTEGA
   
   Team Administrator
   
    * 
    * 
    * 
   
   View bio. Christina M. Bottega.
   Job
    * NY
   
   
   
   
   
   
   
   250 Delaware Avenue
   Suite 610
   Buffalo, NY 14202


Our team


 * JASON KLEIN
   
   Senior Vice President–Wealth Management
   
   Financial Advisor
   
    * 
    * 
    * 
   
   View bio. Jason Klein.


 * PETER TRIGG, CRPS®
   
   Vice President–Wealth Management
   
   Financial Advisor
   
    * 
    * 
    * 
   
   View bio. Peter Trigg, CRPS.


 * KYLE KOZLOWSKI, CFP®
   
   Senior Wealth Strategy Associate
   
    * 
    * 
    * 
   
   View bio. Kyle Kozlowski, CFP.


 * CHRISTINA M. BOTTEGA
   
   Team Administrator
   
    * 
    * 
    * 
   
   View bio. Christina M. Bottega.

Our resources

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About

About



EDUCATION FINANCING

Year over year, the cost of financing college tuition continues to rise. Given
these escalating costs, a prudent plan can help make sure you don’t have to
choose between your children’s education and other priorities. We can show you
how.

Show more. Education financing.. Education financing.


RETIREMENT PLANNING

Are you ready for a retirement that could span 30 years or more? What’s the
right plan to help make sure your retirement funds last? The longer you spend in
retirement, the greater the impact these decisions can have. Our team will work
with you to help preserve your lifestyle and livelihood in retirement by
understanding your goals, risk and time horizon.

Show more. Retirement planning.. Retirement planning.


MULTIGENERATIONAL PLANNING

Talking about future financial responsibility can be an emotional and
challenging topic for both parents and children. Whether you’re discussing an
inheritance, insurance, a business transition or wealth transfer, an open,
honest discussion among family members makes the process more rewarding for
everyone. Let us show you how.

Show more. Multigenerational planning.. Multigenerational planning.
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PLAYERSTV’S FRONT OFFICE PRESENTED BY UBS

Watch the world’s top athletes give entrepreneurs their shot

With our team’s focus on the specific needs of athletes and professionals across
the sports industry (and fans too), we’re excited to offer this groundbreaking
original series, Front Office, from PlayersTV presented by UBS

Pro-athlete investors get down to business and hear pitches from two companies.
Who’ll get the funding they need to take their business to the next level? Tune
in to find out.

Season finale features Chris Paul, Phoenix Suns point guard, Sun., Dec. 12,  3
p.m., ET.
Tune in live and after on demand at ubs.com/legacy.

Talk to us. PlayersTV’s Front Office presented by UBS.


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


INSIGHTS


 * Terms of use
 * Privacy statement
 * Additional legal information
 * Report fraudulent mail

Products and services mentioned on these web pages may not be available for
residents of certain nations.  Please consult the sales restrictions relating to
the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial
Services Inc. offers investment advisory services in its capacity as an
SEC-registered investment adviser and brokerage services in its capacity as an
SEC-registered broker-dealer. Investment advisory services and brokerage
services are separate and distinct, differ in material ways and are governed by
different laws and separate arrangements. It is important that clients
understand the ways in which we conduct business, that they carefully read the
agreements and disclosures that we provide to them about the products or
services we offer. A small number of our financial advisors are not permitted to
offer advisory services to you, and can only work with you directly as UBS
broker-dealer representatives. Your financial advisor will let you know if this
is the case and, if you desire advisory services, will be happy to refer you to
another financial advisor who can help you. Our agreements and disclosures will
inform you about whether we and our financial advisors are acting in our
capacity as an investment adviser or broker-dealer. For more information, please
review the PDF document at ubs.com/relationshipsummary.

UBS Financial Services Inc. does not provide tax or legal advice. Please consult
with your tax and legal advisors regarding your personal circumstances.

Wealth management services in the United States are provided by UBS Financial
Services Inc., a registered broker-dealer offering securities, trading,
brokerage and related products and services. Member SIPC . Member FINRA . UBS
Financial Services Inc. is also registered as a Futures Commission Merchant
(FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers
brokerage services related to the execution and clearing of on-exchange futures
and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account,
and you make the ultimate decision regarding the purchase or sale of
investments. You can ask us to review your brokerage account and provide you
with investment recommendations at any time.

Private Wealth Management is a division within UBS Financial Services Inc.,
which is a subsidiary of UBS AG.

Accolades  are independently determined and awarded by their respective
publications. Accolades can be based on a variety of criteria including assets
under management, revenue, compliance record, length of service, client
satisfaction, type of clientele and more. Neither UBS Financial Services Inc.
nor its employees pay a fee in exchange for these ratings. Past performance is
no guarantee of future results. For more information on a particular rating,
please visit ubs.com/us/en/designation-disclosures.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order
Routing Disclosure . Statement of Financial Condition. Statement of Financial
Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure
Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's
Trademark Disclaimer. Important Information About Auction Rate Securities (Not
for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS
Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2022. All rights reserved.

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