Critical Capital Management Has Merged with Abacus Wealth Partners
Abacus Wealth Partners is a leading national provider of comprehensive financial planning, investment management and wealth management services. As a result of this merger, Critical Capital clients will have access to a broader array of services. At the same time, Abacus clients will benefit from the stock options expertise of Critical Capital Management’s founder, Alan Ungar, CFP®.
If you're a Critical Capital client, your relationship to Alan and his team will not change. All of our contact information will also remain the same, and we will continue to work out of our Westlake Village office.
Tell Us About Yourself
We can advise you on your stock options or concentrated stock issues, as well as budgeting, insurance, home ownership, college savings, retirement planning and more. Learn more »
The Abacus Story
Over two decades ago, our co-founder Spencer Sherman ran into a burning building to save his client files. While we've now made it a policy to avoid physical danger, our devotion to our clients is unchanged. Read more »
Meet Our Team
The reason I got into this profession: As a wife and a mother of five children, my primary role for many years was that of nurturer, caretaker, mom. A few years ago I reached the point in my life where I felt it was necessary to add "provider" to my list of roles.Read more »