Insight-based advice

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

Three generations in front yard

Adam Skagen

Senior Vice President–Wealth Management

Wealth Advisor

Adam started his career at Northwestern Mutual Investment Services, later joining UBS and holding different positions at the firm throughout the West Coast. He spent time with the firm's municipal bond trading desk during the heart of the "Credit Crunch," and was a resource at the firm's "Regional Consulting Center," with the task of helping financial advisors better serve clientele. After moving back to Seattle, the bulk of his efforts are focused on selectively working with clients to grow, preserve and distribute wealth. In acknowledgement for his accomplishments, Adam was recognized by the firm through an inaugural class of "20 Under 40."

Adam lives near downtown Kirkland with his wife and two boys.  Outside of the office Adam enjoys both hosting family and friends and working in his yard and on his home. 

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2022The 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, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

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

Education

  • Business Administration, Seattle Pacific University

Credentials

  • Wealth Advisor
  • Senior Portfolio Manager
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (206) 447-2521

Email Me

Multigenerational planning

Multigenerational planning

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Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

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As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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