Helping you achieve your ambitious goals. Making the world a better place.

Global Wealth Management – Financial Planning

Whether you are nearing or in retirement, our team helps families create plans to sustain you throughout retirement. Our approach considers everything that may impact you including, taxes, inflation, medical care, major purchases, relocating, liabilities, long-term care, and any other concerns or goals you may have. Our team has experience helping families create a plan to designed pass on both their wealth and values to their children or causes  they care about.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Whether you are in your wealth building years, contemplating succession planning or an exit, looking for guidance on managing concentrated positions or stock options, we are well versed in the issues and opportunities that may shape your decisions. By helping you construct a disciplined plan that moves you toward your personal and business goals, we can help you enhance and preserve your success, today and for many years to come.

Our team has extensive experience with the complexities of managing endowments, foundations and corporate reserves. You may have multiple pools with varying purposes and time horizons. Our tailored Institutional Consulting Program services help with developing investment policies, determine appropriate asset allocations, recommend investment strategies, and monitor performance. Your investment strategy will also reflect the values that are aligned with their purpose. 

How we can help you

How we can help you

Simplify your financial lives

Sustainability

Simplify your financial lives

Provide clarity in a complex world

Mountain

Provide clarity in a complex world

Treat you like family

family, generational

Treat you like family

Sustainability

a. Discovery–We take a different view when it comes to wealth management: your view. We’ll step into your shoes, listen to your goals and help you get control of your finances

b. Planning–Beginning with the end in mind, we will review and update your financial plan on an ongoing basis to ensure we meet your goals

c. Consolidation – We help make your life easier by consolidating accounts where appropriate and providing a view of your total financial picture in one place.

Mountain

Our team will help you understand what is happening in the world, how it impacts you and your family, and what you may want to do about it. Our regular check-ins are designed to help preserve what you’ve earned and to work with you toward your long-term goals. The UBS House View helps provide actionable insights into how best to support your goals.

family, generational

  • Our team approach to personalized service helps ensure we are there for you when you need it, anytime

  • We have dedicated staff that know you, your family and your goals personally

  • We celebrate your accomplishments and milestones together. We help support you when presented with life’s challenges

Capabilities for any situation

UBS resources

Capabilities for any situation

Access to unique and purposeful investments

horizon

Access to unique and purposeful investments

People and causes you care about

genration on hill

People and causes you care about

UBS resources

  • Global resources of UBS are available to support you in just about any aspect of your financial lives

  • Selling a business? Concentrated stock positions? Private foundation administration? Corporate retirement plan? Specialized lending? Impact investing? Donor-Advised Fund?

  • We have resources to help your many needs

horizon

  • Due to the scope and scale of UBS, we have access to bespoke investment opportunities.

  • We help provide access to private credit, private equity, private real estate, exchange funds, hedge funds, impact investments, IPO’s, direct investments, options strategies, and tax-efficient strategies.

  • Our expertise and access to sustainable investments helps support your long-term goals without compromising your principles.

genration on hill

  • You may need to care for parents, pets, someone in your family with special needs, or anyone else that is important to you

  • Are there causes you care about that you want to support? Are you giving in an efficient manner that doesn’t compromise your long-term goals? We’re happy to help with these discussions

  • Do you have friends or family members that could use financial advice? If they’re important to you, they are important to us. Feel free to use us as a resource

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.

  • Chad-Adams

    Chad Adams

    Senior Vice President–Wealth Management

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • KY
    • LA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NH
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Chad received his undergraduate degree in finance from the University of Massachusetts, Amherst and his Masters of Finance from the Boston University.  At the age of 19, Chad entered the financial services industry in 2005 under the tutelage of his now retired father, Buck Adams.  Together, they navigated clients through the 2008 credit crisis and Chad still employs the lessons learned from those early days of his career.  Chad’s clients include corporate investors, municipalities, and high net worth families.  Chad’s work and passion centers on portfolio construction, risk awareness, and investment management.

    He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified Exit Planning Advisor.

    • Forbes Best-in-State Wealth Advisors, 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

    • University of Massachusetts, Amherst, BA
    • Boston University, MS in Finance
    • CERTIFIED FINANCIAL PLANNER®
    • Portfolio Manager
    • Certified Exit Planning Advisor
    Financial planning
    Investing
    Cash management
    Exit planning
    3000 A Street
    Suite 100
    Anchorage, AK 99503
    chad.adams@ubs.com
    Chad Adams
    3000 A Street,Anchorage,AK,99503
  • Olivia headshot

    Olivia Dekreon

    First Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • UT
    • VT
    • WA
    • WI

    Olivia received a BBA in Accounting from the University of Alaska and her MS in Financial Planning from the University of Georgia. Since starting her career in Wealth Management in 2015 Olivia found her passion in working with clients in all stages of their financial journey. Olivia’s focus on the team is financial planning and portfolio management. She finds joy in helping clients find peace of mind by ensuring an in-depth understanding of their financial goals while leveraging investments as a tool to achieve what is important to them. As a lifelong Alaskan, she loves to get out and enjoy nature, whether it be hiking, biking, kayaking or camping. Olivia loves to spend her free time enjoying the great Alaskan midnight sun. Olivia is also involved in volunteer activities with different non-profits within the state and enjoys supporting causes that are important to her.

    Olivia is a CERTIFIED FINANCIAL PLANNER™ Practitioner.

      • University of Alaska Anchorage, BBA in Accounting
      • University of Georgia, MS in Finance
      • CERTIFIED FINANCIAL PLANNER®
      Retirement planning
      Investing
      Custom portfolios
      Women investors
      3000 A Street
      Suite 100
      Anchorage, AK 99503
      olivia.dekreon@ubs.com
      Olivia Dekreon
      3000 A Street,Anchorage,AK,99503
    • Mike Headshot

      Michael Meek

      First Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • ID
      • IL
      • LA
      • MD
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • NH
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI

      Mike graduated with a B.A. in finance and accounting from University of Alaska Anchorage, and earned a M.S. in finance from Boston College with an emphasis on investment theory. With 27 years of experience, Mike joined our team in 2003 after 12 years as a financial advisor at Merrill Lynch. He specializes in investments and is responsible for the team’s equity research, economic analysis, investment strategy and portfolio construction. Outside of the office Mike enjoys fishing and playing hockey for the UBS Hockey team. Mike and his wife Sherryl also enjoy traveling with their daughter Gwynnie.

            Cash management
            Financial planning
            Business owners
            Education planning
            3000 A Street
            Suite 100
            Anchorage, AK 99503
            mike.meek@ubs.com
            Michael Meek
            3000 A Street,Anchorage,AK,99503
          • Brayden Headshot

            Brayden Neeser

            Registered Client Associate

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            • AK
            • AZ

            Brayden Neeser is a lifelong Alaskan resident. Brayden joined the financial services industry in 2016, driven by a desire to deepen his own knowledge and to help others achieve financial literacy and success. Prior to joining UBS, Brayden worked at Keybank, and with Merrill Lynch in Anchorage. In Brayden's free time, he likes to spend his time outdoors with his family and his dog Remi.

                  3000 A Street
                  Suite 100
                  Anchorage, AK 99503
                  brayden.neeser@ubs.com
                  Brayden Neeser
                  3000 A Street,Anchorage,AK,99503
                • Tim Headshot

                  Timothy Whitworth

                  Director

                  Senior Wealth Strategy Associate

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                  • AK
                  • AZ

                  Tim earned his B.A. in business administration from the University of Alaska Anchorage, and has worked as a financial advisor for 30 years. Tim joined UBS in 2001, after 16 years as a financial advisor with Merrill Lynch. He is one of a small number of UBS Financial Advisors who have earned the UBS designation of “Wealth Advisor,” signifying his qualifications to provide highly personalized wealth management services to our clients. He specializes in individual wealth management, financial planning and investments. Tim is involved with local charities and participates in humanitarian trips to Guatemala. He loves to travel and enjoys photography and working with new technologies.

                    • University of Alaska Anchorage, BBA in Accounting
                    • Wealth Advisor
                    Cash management
                    Financial planning
                    Retirement planning
                    Custom portfolios
                    3000 A Street
                    Suite 100
                    Anchorage, AK 99503
                    tim.whitworth@ubs.com
                    Timothy Whitworth
                    3000 A Street,Anchorage,AK,99503
                  • Rick Headshot

                    Richard Henningsen

                    Account Vice President

                    Senior Wealth Strategy Associate

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                    • AK
                    • CA
                    • WA

                    Rick is a longtime Alaskan, moving here in 1973 with his family. Rick brings with him over 20 years of Banking and Finance experience, most recently as an AVP with Wells Fargo specializing in business banking. He worked at Northrim Bank as an AVP for the High Net Worth clients of the bank and was a Financial Advisor at UBS for 5 years. He has been Securities Licensed for over 15 years. He and Holly, his wife of over 30 years, enjoy camping, golfing and fishing in the summer. They spend winters planning vacations to get away from the cold.

                          Cash management
                          Financial planning
                          Retirement planning
                          Investing
                          3000 A Street
                          Suite 100
                          Anchorage, AK 99503
                          rick.henningsen@ubs.com
                          Richard Henningsen
                          3000 A Street,Anchorage,AK,99503

                        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

                        Global leader

                        UBS is a leading and truly global wealth manager

                        Financial strength

                        Driving confidence.
                        A-  Standard & Poor’s
                        A  Fitch
                        A3
                          Moody’s


                        UBS AG, long-term senior secured debt rating. As of 03/31/2024

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