$5.9+ trn
UBS Group invested assets
As of 06/30/2024
At K Street Partners, our clients often choose to work with us for life. Why? We are a caring and experienced team dedicated to hands-on service. We combine our personalized financial planning approach with accountable investing to help our clients achieve what is most important. They respect our knowledge in an industry that is constantly changing. But most importantly, our clients value our ability to connect with them and prepare them for the challenges they face each day as they work, plan for their families, and plan for the future they have earned.
Will your children be financially responsible after you’re gone? Can you afford to retire? Whatever your concerns that keep you up at night, you can trust that we are your advocates, ready to listen and create a customized solution for your needs. Backed by the global resources and investment research of a world leader in wealth management, our team is singularly focused on one goal: your financial well-being.
Mission Statement: At K Street Partners, we see ourselves as your financial as well as life advocates. Much like that of a boutique, our practice is committed to accessibility and exceptional service. Most importantly, our team is passionate about giving you the right tools and advice to help you make appropriate decisions today and for the future.
Client commitment– we aim to always keep your best interests in mind
Personalized service– individual advisor and counsel from experienced professionals
Comprehensive advice– we create a plan to help you pursue your short-, medium- and long-term goals
Recommendations– recommendations aligned with your goals, circumstances and risk tolerance
Individual and firm integrity– our principles, financial strength and service quality seek to provide comfort and security to clients through both good and difficult times
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Client Associate
Client Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Client Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
As we enter 2024, the questions on the top of investors’ minds center around whether history will repeat itself: Will the former president be the next president? Will the Fed cause another recession? Will we face a new deficit crisis? Will AI be as transformative as the internet? Can China break through the middle income trap? Will the new normal for interest rates be like the old normal?
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.
$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
