Advocacy shaped by knowledge

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.

Start the conversation

Pursuing your goals together

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

Patrick Adams, CFP, ChFC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WV
Education:
- B.A. political science, University of Washington
Designations:
- Certified Financial Planner™ (CFP®)
- Chartered Financial Consultant (ChFC)
- Senior Portfolio Manager-PMP Program
Licenses:
- Series 3, 7, 63, 65
- Life and health insurance
Experience:
- Over 30 years of industry experience
Roles and Responsibilities:

As a Wealth Advisor, Patrick delivers purposeful expertise to clients through insightful planning and customized investment management.

Patrick focuses mainly on managing and implementing client portfolios and financial plans. He uses managed platforms to balance individual equities and bonds that generate cash flow and create tax-efficient portfolios.

Personal and Community:
- Pat resides in Alexandria, VA with his wife Kerry and their twin daughters
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Washington, B.A. Political Science
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant
- Senior Portfolio Manager
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

patrick.adams@ubs.com

Patrick Adams, CFP, ChFC

1501 K Street North West,Washington, D.C.,DC,20005
Kristina Newman Bakis, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WV
Education:
- B.A., French, Bates College
- MBA, Boston College
Designations:
- Certified Financial Planner™ (CFP®)
Licenses:
- Series 7, 66
- Life and health insurance
- CA Insurance License Number: 4044835
Experience:
- Over 15 years of industry experience
Roles and Responsibilities:

As a Wealth Advisor Kristina delivers productive logistics to clients to help them stay on track and navigate the complexity of financial planning and investment implementation.

Kristina supports financial planning and portfolio management. She works to help clients define and prioritize their financial objectives and integrate investment products to create a specific and well-rounded financial plan.

Personal and Community:
- Kristina resides in Washington, D.C. with her husband Matthew and their sons William and Griffin.
- Annual participant Bates National Day of Service
- Volunteer, American Diabetes Association
- SIFMA Volunteer: Mentor to elementary and middle school students participating in the “Stock Market Game”
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Boston College, M.B.A.
- Bates College, B.A. French
- CERTIFIED FINANCIAL PLANNER®
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

kristina.bakis@ubs.com

Kristina Newman Bakis, CFP

1501 K Street North West,Washington, D.C.,DC,20005
Jorge Lopez-Balboa

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WV
Born and raised in Cuba, Mr. Lopez-Balboa graduated from high school and arrived to the United States to attend Georgetown University, where he studied accounting and finance. Upon graduation, Jorge began his 50+ year career in the financial services industry at Paine, Webber, Jackson, & Curtis in Washington, D.C. Jorge eventually found his home at Merrill Lynch where he managed over $400 million for institutions, nonprofits, endowments, and high net worth individuals for over 25 years. In 2001, Jorge retired from the financial services industry.

After 8 years of golf and doing enough bird watching to even bore Sir David Attenborough, Jorge realized retirement wasn’t for him. He returned to the business in 2009, but this time found his home at UBS Financial Services. Mr. Lopez-Balboa’s extensive experience in portfolio management through various market cycles has equipped him with the ability to offer innovative solutions for a broad variety of sophisticated clients. Jorge's vast knowledge lends perspective and insight, which adds value to the team’s wealth management practice. His background and multi-decade resume has earned him the unofficial title of the “gray hair on the team”.

After residing in Washington, D.C. for more than half a century, Jorge relocated to Sarasota, FL with his loving wife. When he is not attending concerts and shows at the Van Wezel Performing Arts Hall, Jorge spends his time in Bethany Beach, DE hosting his three adult children and eight grandchildren at his beach house.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Georgetown University, Accounting and Finance
- Licenses, Series 7,66
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

jorge.balboa@ubs.com

Jorge Lopez-Balboa

1501 K Street North West,Washington, D.C.,DC,20005
Alexis George, CFP®, ChFC®, CDFA®, CEPA

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WV
Alexis graduated with a B.A. in English and minor in Spanish and Theater from Georgetown University, while also playing goalkeeper for the women’s soccer team. Upon graduation from Georgetown, Alexis went on to receive an online M.B.A. from the University of Maryland, University College. The online program enabled her to pursue her music career in the evenings, where she was lead singer and rhythm guitarist in a rock band. Her fondest memory was playing the legendary 9:30 Club in D.C. Today, instead of playing to a crowd of thousands, she plays Disney songs for her two young children.

Prior to joining the financial services industry, Alexis was a certified Project Management Professional (PMP®) in the Government Contracting space. While grateful for the experience, Alexis had this insatiable appetite for more, so she entered the financial services industry as a Registered Client Service Associate at Morgan Stanley Private Wealth Management. After obtaining her Series 7 and 66 licenses, she led the marketing, business development, and the Alternative Investments process for current and prospective clients. In 2015, Alexis moved to UBS Financial Services to become a Financial Advisor. She dove in head first and obtained her life and health insurance licenses, became a Certified Financial Planner (CFP®) professional, a Chartered Financial Consultant (ChFC®), a Certified Divorce Financial Analyst (CDFA®), and a Certified Exit Planning Advisor (CEPA)…all in 5 years.

Inspired by her father’s incredible recovery from a freak accident in 2016, she and her family are stalwart supporters of Spinal Cord and Traumatic Brain Injury rehabilitation services. Specifically the positive impact that art therapy has on the recovery journey.

Whether it’s cage diving with Great Whites in South Africa or trekking the lemurs of Madagascar, Alexis loves adventure travel. Currently, Alexis resides in the District with her husband, son, daughter, and rescue dog, Cayman.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Georgetown University, B.A. English
- Licenses, Series 7,66
- California Insurance # 0M76590
- University of Maryland (Global Campus), M.B.A
- Certified Financial Planner™ (CFP®)
- Certified Divorce Financial Analyst
- Chartered Financial Consultant
- Certified Exit Planning Advisor
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

alexis.george@ubs.com

Alexis George, CFP®, ChFC®, CDFA®, CEPA

1501 K Street North West,Washington, D.C.,DC,20005
Mason Trippe

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- MN
- NC
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WA
- WV
Education:
- B.A., Economics, University of Maryland
Licenses:
- Series 66
- Series 7
Experience:
- 1 Year of Industry Experience
Roles and Responsibilities:

As a Registered Client Associate, Mason focuses on fulfilling clients' needs and objectives in a timely and accurate manner, which provides our clients peace of mind knowing that their requests are satisfied to the highest degree.

Mason manages administration, operations, client on-boarding, monetary transactions and all other aspects of client-related services.

Personal and Community:

Mason resides in Tampa, FL
- University of Maryland, B.A. Economics
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

mason.trippe@ubs.com

Mason Trippe

1800 North Military Trail,Boca Raton,FL,33431
Hanna Scali

Client Associate
View bio
Education:

B.A., Finance, The Catholic University of America

Experience:

1 Year of Industry Experience
- The Catholic University of America, B.A., Finance
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

hanna.scali@ubs.com

Hanna Scali

1501 K Street North West,Washington, D.C.,DC,20005

Lee Myers

Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- MN
- NC
- ND
- NY
- OR
- PA
- SC
- TX
- VA
- WA
- WV
Education:

B.S., Finance and Economics, Fairfield University

MBA, Business Analytics, Fairfield University

Licenses:

Series 7

Experience:

1 Year of Industry Experience
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

elizabeth.myers@ubs.com

Lee Myers

1501 K Street North West,Washington, D.C.,DC,20005

Patrick Adams, CFP, ChFC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WV
Education:
- B.A. political science, University of Washington
Designations:
- Certified Financial Planner™ (CFP®)
- Chartered Financial Consultant (ChFC)
- Senior Portfolio Manager-PMP Program
Licenses:
- Series 3, 7, 63, 65
- Life and health insurance
Experience:
- Over 30 years of industry experience
Roles and Responsibilities:

As a Wealth Advisor, Patrick delivers purposeful expertise to clients through insightful planning and customized investment management.

Patrick focuses mainly on managing and implementing client portfolios and financial plans. He uses managed platforms to balance individual equities and bonds that generate cash flow and create tax-efficient portfolios.

Personal and Community:
- Pat resides in Alexandria, VA with his wife Kerry and their twin daughters
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Washington, B.A. Political Science
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant
- Senior Portfolio Manager
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

patrick.adams@ubs.com

Patrick Adams, CFP, ChFC

1501 K Street North West,Washington, D.C.,DC,20005
Kristina Newman Bakis, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WV
Education:
- B.A., French, Bates College
- MBA, Boston College
Designations:
- Certified Financial Planner™ (CFP®)
Licenses:
- Series 7, 66
- Life and health insurance
- CA Insurance License Number: 4044835
Experience:
- Over 15 years of industry experience
Roles and Responsibilities:

As a Wealth Advisor Kristina delivers productive logistics to clients to help them stay on track and navigate the complexity of financial planning and investment implementation.

Kristina supports financial planning and portfolio management. She works to help clients define and prioritize their financial objectives and integrate investment products to create a specific and well-rounded financial plan.

Personal and Community:
- Kristina resides in Washington, D.C. with her husband Matthew and their sons William and Griffin.
- Annual participant Bates National Day of Service
- Volunteer, American Diabetes Association
- SIFMA Volunteer: Mentor to elementary and middle school students participating in the “Stock Market Game”
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Boston College, M.B.A.
- Bates College, B.A. French
- CERTIFIED FINANCIAL PLANNER®
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

kristina.bakis@ubs.com

Kristina Newman Bakis, CFP

1501 K Street North West,Washington, D.C.,DC,20005
Jorge Lopez-Balboa

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WV
Born and raised in Cuba, Mr. Lopez-Balboa graduated from high school and arrived to the United States to attend Georgetown University, where he studied accounting and finance. Upon graduation, Jorge began his 50+ year career in the financial services industry at Paine, Webber, Jackson, & Curtis in Washington, D.C. Jorge eventually found his home at Merrill Lynch where he managed over $400 million for institutions, nonprofits, endowments, and high net worth individuals for over 25 years. In 2001, Jorge retired from the financial services industry.

After 8 years of golf and doing enough bird watching to even bore Sir David Attenborough, Jorge realized retirement wasn’t for him. He returned to the business in 2009, but this time found his home at UBS Financial Services. Mr. Lopez-Balboa’s extensive experience in portfolio management through various market cycles has equipped him with the ability to offer innovative solutions for a broad variety of sophisticated clients. Jorge's vast knowledge lends perspective and insight, which adds value to the team’s wealth management practice. His background and multi-decade resume has earned him the unofficial title of the “gray hair on the team”.

After residing in Washington, D.C. for more than half a century, Jorge relocated to Sarasota, FL with his loving wife. When he is not attending concerts and shows at the Van Wezel Performing Arts Hall, Jorge spends his time in Bethany Beach, DE hosting his three adult children and eight grandchildren at his beach house.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Georgetown University, Accounting and Finance
- Licenses, Series 7,66
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

jorge.balboa@ubs.com

Jorge Lopez-Balboa

1501 K Street North West,Washington, D.C.,DC,20005
Alexis George, CFP®, ChFC®, CDFA®, CEPA

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WV
Alexis graduated with a B.A. in English and minor in Spanish and Theater from Georgetown University, while also playing goalkeeper for the women’s soccer team. Upon graduation from Georgetown, Alexis went on to receive an online M.B.A. from the University of Maryland, University College. The online program enabled her to pursue her music career in the evenings, where she was lead singer and rhythm guitarist in a rock band. Her fondest memory was playing the legendary 9:30 Club in D.C. Today, instead of playing to a crowd of thousands, she plays Disney songs for her two young children.

Prior to joining the financial services industry, Alexis was a certified Project Management Professional (PMP®) in the Government Contracting space. While grateful for the experience, Alexis had this insatiable appetite for more, so she entered the financial services industry as a Registered Client Service Associate at Morgan Stanley Private Wealth Management. After obtaining her Series 7 and 66 licenses, she led the marketing, business development, and the Alternative Investments process for current and prospective clients. In 2015, Alexis moved to UBS Financial Services to become a Financial Advisor. She dove in head first and obtained her life and health insurance licenses, became a Certified Financial Planner (CFP®) professional, a Chartered Financial Consultant (ChFC®), a Certified Divorce Financial Analyst (CDFA®), and a Certified Exit Planning Advisor (CEPA)…all in 5 years.

Inspired by her father’s incredible recovery from a freak accident in 2016, she and her family are stalwart supporters of Spinal Cord and Traumatic Brain Injury rehabilitation services. Specifically the positive impact that art therapy has on the recovery journey.

Whether it’s cage diving with Great Whites in South Africa or trekking the lemurs of Madagascar, Alexis loves adventure travel. Currently, Alexis resides in the District with her husband, son, daughter, and rescue dog, Cayman.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Georgetown University, B.A. English
- Licenses, Series 7,66
- California Insurance # 0M76590
- University of Maryland (Global Campus), M.B.A
- Certified Financial Planner™ (CFP®)
- Certified Divorce Financial Analyst
- Chartered Financial Consultant
- Certified Exit Planning Advisor
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

alexis.george@ubs.com

Alexis George, CFP®, ChFC®, CDFA®, CEPA

1501 K Street North West,Washington, D.C.,DC,20005
Mason Trippe

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- MN
- NC
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WA
- WV
Education:
- B.A., Economics, University of Maryland
Licenses:
- Series 66
- Series 7
Experience:
- 1 Year of Industry Experience
Roles and Responsibilities:

As a Registered Client Associate, Mason focuses on fulfilling clients' needs and objectives in a timely and accurate manner, which provides our clients peace of mind knowing that their requests are satisfied to the highest degree.

Mason manages administration, operations, client on-boarding, monetary transactions and all other aspects of client-related services.

Personal and Community:

Mason resides in Tampa, FL
- University of Maryland, B.A. Economics
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

mason.trippe@ubs.com

Mason Trippe

1800 North Military Trail,Boca Raton,FL,33431
Hanna Scali

Client Associate
View bio
Education:

B.A., Finance, The Catholic University of America

Experience:

1 Year of Industry Experience
- The Catholic University of America, B.A., Finance
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

hanna.scali@ubs.com

Hanna Scali

1501 K Street North West,Washington, D.C.,DC,20005
Lee Myers

Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- MN
- NC
- ND
- NY
- OR
- PA
- SC
- TX
- VA
- WA
- WV
Education:

B.S., Finance and Economics, Fairfield University

MBA, Business Analytics, Fairfield University

Licenses:

Series 7

Experience:

1 Year of Industry Experience
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

elizabeth.myers@ubs.com

Lee Myers

1501 K Street North West,Washington, D.C.,DC,20005

Share it well

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.

Service defines our relationships

You can expect an unparalleled level of service and communication throughout every interaction and experience with our team. We build trust with our clients that extends beyond their financial lives. We are available when you need us, and we travel the extra mile to meet with you in person to address your concerns or solve a critical problem.

We are a team of patient listeners who help you make informed decisions across every dimension of your life and your goals—your family, your business, and even your healthcare challenges. The result? Most of our clients have been with us for many years and consider us their advocates and friends. For many, we’re family.

Investing with a fiduciary focus

As Senior Advisors within UBS’s Portfolio Management Program (PMP), we actively research, structure, and oversee your investment portfolio. Because we take this fiduciary responsibility so seriously, we actively seek better ways to manage volatility, reduce unnecessary risk, and earn your confidence in our ability to choose the right strategy for your needs.

Because there’s nothing more important than doing the right thing on your behalf, we have full discretion over many of our clients’ portfolios. Our understanding of the capital markets runs deep—we welcome those discussions with you. In fact, we confidently stand by our own recommendations and share the same investment philosophy.

Your customized asset allocation is always based on your personal time horizon, objectives and risk concerns. We reevaluate your asset mix and make adjustments as your life or the markets change. It’s not an easy lesson, but we help our clients understand that spending time in the market—even during uncertain periods—offers them the greatest potential for achieving their long-term goals.

Planning keeps your goals on track

Our relationship with you begins with in-depth planning discussions. We believe a goals-based financial planis key to finding answers to life’s important questions, and it starts with conversations about what is most important to you and your family and where you see yourself in five, 10 and even 20 years down the road.

Benjamin Franklin once said, “If you fail to plan, you are planning to fail.” We understand the important role that proper planning has in growing, protecting, and passing on your wealth. Equipped with the UBS Financial Goal Analysis (FGA) tool, we develop a more formalized plan and asset allocation based on your timeframe and comfort with risk. This “custom road map” can help you:

Retire comfortably with an effective cash flow and retirement income plan
Lower portfolio volatility while enhancing returns
Reduce estate taxes with a sophisticated wealth transfer strategy
Improve insurance protection, including healthcare and long-term care coverage
Engage the next generation on the responsibilities of inherited wealth
Address your liquidity needs

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Advocacy shaped by knowledge

Pursuing your goals together

Patrick Adams, CFP, ChFC

Kristina Newman Bakis, CFP

Jorge Lopez-Balboa

Alexis George, CFP®, ChFC®, CDFA®, CEPA

Mason Trippe

Hanna Scali

Lee Myers