Let's move forward. Together.

Charles Drew Group

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.

  • Charles Drew

    Charles Drew CPFA, C(k)P, CIMA, CRPC

    Managing Director–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • MS
    • MT
    • NC
    • NE
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

        • Chartered Retirement Planning Counselor
        • Certified 401(k) Professional
        • Certified Plan Fiduciary Advisor (CPFA)
        • Certified Investment Management Analyst®
        1501 K Street North West
        Suite 1100
        Washington, D.C., DC 20005
        Charles.drew@ubs.com
        Charles Drew CPFA, C(k)P, CIMA, CRPC
        1501 K Street North West,Washington, D.C.,DC,20005
      • Bennett Kavlick

        Bennett Kavlick

        Financial Advisor

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        • AR
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IL
        • KY
        • LA
        • MA
        • MD
        • MI
        • MO
        • MT
        • NC
        • NE
        • NJ
        • NY
        • OH
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV

              1501 K Street NW
              Washington, DC 20005
              bennett.kavlick@ubs.com
              Bennett Kavlick
              1501 K Street NW,Washington,DC,20005
            • Matthew Tomczuk

              Matthew Tomczuk

              Financial Advisor

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              • DC
              • MD
              • PA
              • VA

                    1501 K Street NW
                    Washington, DC 20005
                    matthew.tomczuk@ubs.com
                    Matthew Tomczuk
                    1501 K Street NW,Washington,DC,20005
                  • Justin Hatch

                    Justin Hatch

                    Client Associate

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                            1501 K Street NW
                            Washington, DC 20005
                            justin.hatch@ubs.com
                            Justin Hatch
                            1501 K Street NW,Washington,DC,20005
                          Three generations in apple orchard

                          Turn possibilities into a plan

                          House View Monthly

                          Mountain climbers on peak at sunrise

                          A leading global wealth manager

                          UBS Year Ahead 2025

                          Roaring 20s: The next stage

                          Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                          A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                          Read the report

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.9+ trn

                          UBS Group invested assets
                          As of 06/30/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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