Critical Capital
has merged with Abacus Wealth Partners
Alan Ungar

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.

To learn more, please read our press release announcing the merger or contact us.

Tell us about yourself

I need someone to answer my financial questions

Your dedicated Abacus financial planner can advise you on budgeting, insurance, home ownership, college savings, retirement planning and more. Learn more

I have sophisticated wealth management needs

Our signature service addresses every aspect of complex financial situations, including intergenerational wealth transfer, philanthropy, real estate, concentrated stock and business ownership. Learn more

I prefer to make financial decisions on my own

Our self-study resources can teach you how to make better financial decisions and improve your relationship to money. Learn more

I need help managing my money

We pay close attention to the things we can control (risk, fees, taxes, environmental impact) so that you can stop worrying about the things you can’t (the economy, inflation, Congress, longevity). Learn more

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 our story

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Meet Our Team
J.D. Bruce

J.D. Bruce


The reason I got into this profession: My father was a hippie, so naturally I became a CPA. Being a hippie criminal defense attorney, my father fought "the man" and defended the wrongly accused. He was a defender of the Constitution and an enthusiastic revolutionary. He also didn't like following…

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