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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Kurt Maier Profile Photo

    Kurt Maier

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NE
    • NV
    • NY
    • OR
    • RI
    • TX
    • VT
    • WA

    Kurt joined UBS in 2015, having started in the financial services industry in 1983. He & his team provide customized advice, solutions and wealth management to entrepreneurs both pre as well as post liquidity.  With a network of contacts built over decades, he has the ability to connect business owners to capital, tax, estate and legal professionals in addition to handling the daily management of client assets. 

    Prior to UBS, Kurt was a Director at Credit Suisse and a Senior Vice President at Lehman Brothers as well as Hambrecht & Quist in San Francisco. He resides in Marin County, is an enthusiastic skier, a respectful mountain biker and a frustrated golfer.  Additionally he is involved with the Special Olympics as well as other charitable organizations in Northern California.  A native Californian, he graduated from Golden Gate University with a Masters degree in Financial Planning and an Economics degree from University of California Santa Barbara.

      • Golden Gate University, Master's degree in Financial Planning
      • University of California Santa Barbara, Economics
        2 Belvedere Place
        Suite 220
        Mill Valley, CA 94941
      • Christopher Wagner Profile Photo

        Christopher Wagner

        Senior Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
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        • MA
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        • ME
        • MI
        • MN
        • NC
        • NE
        • NV
        • NY
        • OR
        • RI
        • SC
        • TX
        • VI
        • VT
        • WA

        Chris has 35+ years of financial industry experience and focuses on advising individuals and families on estate planning, tax strategy, asset allocation, asset & liability management and philanthropy. He began his career at the Pacific Stock Exchange where he managed the Exchange's Listing Department. In 1985, he founded and managed (for 15 years) the Options Sales & Trading Department at Hambrecht and Quist where he developed and executed risk management, leveraged trading and corporate put writing programs. In addition, he covered institutional accounts in the US and Europe where he developed and executed risk management and enhanced equity income and index option strategies. Following his tenure at H&Q, Chris was a Portfolio Manager/Analyst at a $240 million hedge fund managing global tech long/short and US equity portfolios. Chris later joined Lehman Brothers where he began advising individuals and families.  In 2008, Chris and his team were recruited by Credit Suisse and they joined UBS in 2015.

        He holds a B.S. in Business Management from San Francisco State University.

        Chris is a former member of the Pacific Stock Exchange Ethics and Business Conduct Committee. He also served on the San Francisco State University College of Business Dean’s Business Development Council (2008 to 2019).

        He served as a Board Member at Compass Family Services of San Francisco (2010 to 2021) which provides critical support services for at-risk/homeless families. He was elected Treasurer (2016), Board Chair (2017 and 2019) and served on the Finance, Real Estate and Executive Committees. As Board Chair, he worked with Compass staff and Board Leadership to purchase a headquarters and service hub via a $16 million New Markets Tax Credit finance program and led a highly successful and transformative 3 year $30 million Capital Campaign.

        Chris and his wife reside in the Reno Tahoe area and enjoy hiking and cross country skiing.

         

          • San Francisco State University, Bachelor of Science in Business Management
            6900 South McCarran Boulevard
            Suite 1020
            Reno, NV 89509
          • John Pruess Profile Photo

            John Pruess

            Senior Client Service Associate

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            • AZ
            • CA
            • CO
            • DC
            • DE
            • FL
            • GA
            • HI
            • ID
            • IL
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MT
            • NC
            • ND
            • NH
            • NV
            • NY
            • OR
            • RI
            • TX
            • UT
            • VI
            • VT
            • WA
            • WY

            John has more than 18 years of experience in the Financial Services Industry and has been a member of the 360 Financial team for more than 17 years.  John is committed to delivering an exceptional client service experience, and is responsible for tasks such as daily operational issues, onboarding clients, trade executions, performance and tax reporting, implementing 10b5-1 plans, and managing restricted stock sales.  With an attention to detail, John helps the team manage client cash flows and proactively communicates with clients to ensure all of their needs are met.  Prior to joining UBS in 2015, John has held positions at Hambrecht & Quist, Lehman Brothers and Credit Suisse. 

             John attended Sonoma State University where he studied Philosophy and Business Management and currently lives in Orinda with his wife, Nicole, and their three kids.

              • Sonoma State University
                2 Belvedere Place
                Suite 220
                Mill Valley, CA 94941

              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.

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              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.

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