Your life. Your wealth. Your future.

Pursue what matters most

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Start the planning conversation

Todd Nichols, CPWA

Managing Director–Wealth Management

Private Wealth Advisor, CPWA®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Todd Nichols has over two decades of experience developing comprehensive financial, estate, and wealth management plans for high net worth individuals and entrepreneurs. Todd earned the Certified Private Wealth Advisor (CPWA®) designation from the Investments & Wealth Institute and a certificate in Financial Planning from Rollins College. He is also a graduate of the United States Naval Academy where he earned a Bachelor of Science degree in Mathematics with an emphasis in Operations Analysis and Economics. While on active duty, Todd served as a Naval Supply Corps Officer. Todd currently splits his time between our offices in Washington, DC and Palm Beach, Florida.

CA Insurance License 0H43720
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- United States Naval Academy, B.S. in Mathematics
- Rollins College, Certificate in Financial Planning
- Private Wealth Advisor, CPWA®
Estate planning strategies

Legacy planning

Alternative investments

Lending services

Securities-backed lending

Multi-generational families

Business owners

Entrepreneurs

1501 K Street North West
Suite 1100
Washington, DC 20005

todd.nichols@ubs.com,megan.kondos@ubs.com

Todd Nichols, CPWA

1501 K Street North West,Washington,DC,20005
Robert Wright

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
Robert Wright has over 30 years of experience providing investment consulting and portfolio management services to high net worth individuals and institutions. He started his career with Wachovia in 1989 and joined UBS in 2009. Rob has completed extensive training and Advanced Planning Techniques which has earned him the UBS Wealth Advisor designation. He has also completed training in portfolio construction and risk management techniques which has earned him a Senior Portfolio Manager Designation. Robert received a Bachelor of Sciences degree in Business and Management from the University of Maryland. He currently resides in Potomac, Maryland with his wife Teres and has three daughters.

CA Insurance License 0H04465
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 Maryland, B.S. in Business and Management
- Senior Portfolio Manager
- Wealth Advisor
Financial planning

Retirement planning

Custom portfolios

Asset allocation

Alternative investments

Corporate executives

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

robert.wright@ubs.com

Robert Wright

1501 K Street North West,Washington, D.C.,DC,20005
Patricia Van Kirk, CIMA, CPWA, CFP

Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Patricia Van Kirk has nearly 25 years of experience providing wealth planning and portfolio management services to high net worth families and entrepreneurs. Patricia earned the Certified Private Wealth Advisor CPWA® designation from University of Chicago Booth School of Business, the Certified Investment Management Analyst CIMA® designation from The Wharton School, and the CFP® designation from the College of Financial Planning. She holds a B.B.A. in finance from the University of Iowa. Patricia focuses on developing comprehensive financial plans and complex wealth and estate planning strategies. As a portfolio manager, Patricia oversees several investment strategies and is a strong advocate for sustainable and impact investing. Patricia and her family currently reside in Washington, D.C.

CA Insurance License 0K33134
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 Iowa, B.B.A. in Finance
- Portfolio Manager
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Private Wealth Advisor
Financial planning

Education planning

Retirement planning

Estate planning strategies

Legacy planning

Investing

Custom portfolios

Women investors

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

patricia.vankirk@ubs.com

Patricia Van Kirk, CIMA, CPWA, CFP

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

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
John has almost 40 years of industry experience providing investment management advice to high-net-worth individuals, families and businesses. During his tenure at Morgan Stanley, John served both institutional fixed income clients and individuals with assets in excess of $20 billion dollars. These services included portfolio management, securitization of mortgage loans and generation of customized agency issued debt investments. Prior to entering the investment advisory business in 1984, John worked as a tax accountant with Arthur Anderson in Cleveland, OH. He holds a B.A. in Accounting and Political Science from Ohio Wesleyan University. He resides in Annapolis, MD with his wife Caroline and enjoys spending time on the Chesapeake Bay.

CA Insurance License 0C95554
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

john.aras@ubs.com

John A. Aras

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

Account Vice President

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Kevin Bruening has over 15 years of experience providing investment consulting and financial planning services. Kevin works closely with Todd and Rob consulting with clients and assisting with the financial planning aspects of the group. Kevin earned his certificate in Financial Planning from Georgetown University and is a graduate of the University of Maryland where he received a Bachelor of Arts degree in Economic History. Kevin resides in Howard County, Maryland with his wife Tracey and daughter Elizabeth.

CA Insurance License 4203090
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 Maryland, B.A. in Economic History
- CERTIFIED FINANCIAL PLANNER®
Financial planning

Education planning

Retirement planning

Legacy planning

Investing

Asset allocation

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

kevin.bruening@ubs.com

Kevin Bruening, CFP

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

Financial Advisor

Accredited Asset Management Specialist™
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Megan has over 10 years of experience in the financial services industry building client relationships grounded in individualized service and trust. As a Financial Advisor, she joins Envision Capitol Wealth Management in helping to serve affluent individuals and families—and ensuring that the team is poised to do so for generations to come. While she completes the firm’s rigorous Financial Advisor Development Program, she focuses on the team’s marketing, research and asset allocation process, wealth management reporting, and client education. Megan holds a B.A. in Economics and Political Science from the University of North Carolina at Chapel Hill. She and her husband reside in Garrett Park, Maryland with their son and daughter. In her spare time, Megan enjoys skiing, swimming, and exploring local hiking trails with her family.

CA Insurance License 4199654
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 North Carolina at Chapel Hill, B.A. in Economics and Political Science
- Accredited Asset Management Specialist™
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

megan.kondos@ubs.com

Megan Kondos, AAMS

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

Venetta Macaluso

Team Administrator
View bio
- DC
- FL
- MD
- VA
Venetta Macaluso is the lead client service associate on the team and has over 20 years of industry experience. As the Team Administrator, she oversees the team's operations and manages all aspects of our clients' service needs. Venetta received a Bachelor of Arts degree from Canisius College. She resides in Gainesville, Virginia with her husband Emanuel.
Banking

Lending services

Cash management

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

venetta.macaluso@ubs.com

Venetta Macaluso

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

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Chad Lemko has over 20 years of experience in the financial services industry helping advisors harness new industry technology for growth and efficiency. As a Senior Wealth Strategy Associate, he focuses on helping Envision Capitol to enhance our operations, build client proposals and financial planning reports, and analyze research for the team’s investment solutions. Chad received a Bachelors of Arts in Economics from the University of Maryland at College Park. He currently resides in Arlington, VA with his wife, Kelly, and they enjoy traveling.
- University of Maryland, B.A. in Economics
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

chad.lemko@ubs.com

Chad Lemko

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

Client Associate
View bio
- DC
Isabelle Greenberg is our Client Service Associate responsible for managing team operations and clients’ day-to-day service needs. She joins UBS from The Motley Fool, where she used her communication skills to address members' investing needs as well as resolve technical and account matters. Isabelle graduated from American University with a Bachelor of Arts degree in Public Relations & Strategic Communications and is currently studying for her Series 7 Securities License. She resides in Washington, DC and enjoys going to the Dupont Farmer’s Market in her spare time.
- American University, B.A. in Public Relations & Strategic Communications
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

isabelle.greenberg@ubs.com

Isabelle Greenberg

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

Todd Nichols, CPWA

Managing Director–Wealth Management

Private Wealth Advisor, CPWA®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Todd Nichols has over two decades of experience developing comprehensive financial, estate, and wealth management plans for high net worth individuals and entrepreneurs. Todd earned the Certified Private Wealth Advisor (CPWA®) designation from the Investments & Wealth Institute and a certificate in Financial Planning from Rollins College. He is also a graduate of the United States Naval Academy where he earned a Bachelor of Science degree in Mathematics with an emphasis in Operations Analysis and Economics. While on active duty, Todd served as a Naval Supply Corps Officer. Todd currently splits his time between our offices in Washington, DC and Palm Beach, Florida.

CA Insurance License 0H43720
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- United States Naval Academy, B.S. in Mathematics
- Rollins College, Certificate in Financial Planning
- Private Wealth Advisor, CPWA®
Estate planning strategies

Legacy planning

Alternative investments

Lending services

Securities-backed lending

Multi-generational families

Business owners

Entrepreneurs

1501 K Street North West
Suite 1100
Washington, DC 20005

todd.nichols@ubs.com,megan.kondos@ubs.com

Todd Nichols, CPWA

1501 K Street North West,Washington,DC,20005
Robert Wright

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
Robert Wright has over 30 years of experience providing investment consulting and portfolio management services to high net worth individuals and institutions. He started his career with Wachovia in 1989 and joined UBS in 2009. Rob has completed extensive training and Advanced Planning Techniques which has earned him the UBS Wealth Advisor designation. He has also completed training in portfolio construction and risk management techniques which has earned him a Senior Portfolio Manager Designation. Robert received a Bachelor of Sciences degree in Business and Management from the University of Maryland. He currently resides in Potomac, Maryland with his wife Teres and has three daughters.

CA Insurance License 0H04465
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 Maryland, B.S. in Business and Management
- Senior Portfolio Manager
- Wealth Advisor
Financial planning

Retirement planning

Custom portfolios

Asset allocation

Alternative investments

Corporate executives

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

robert.wright@ubs.com

Robert Wright

1501 K Street North West,Washington, D.C.,DC,20005
Patricia Van Kirk, CIMA, CPWA, CFP

Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Patricia Van Kirk has nearly 25 years of experience providing wealth planning and portfolio management services to high net worth families and entrepreneurs. Patricia earned the Certified Private Wealth Advisor CPWA® designation from University of Chicago Booth School of Business, the Certified Investment Management Analyst CIMA® designation from The Wharton School, and the CFP® designation from the College of Financial Planning. She holds a B.B.A. in finance from the University of Iowa. Patricia focuses on developing comprehensive financial plans and complex wealth and estate planning strategies. As a portfolio manager, Patricia oversees several investment strategies and is a strong advocate for sustainable and impact investing. Patricia and her family currently reside in Washington, D.C.

CA Insurance License 0K33134
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 Iowa, B.B.A. in Finance
- Portfolio Manager
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Private Wealth Advisor
Financial planning

Education planning

Retirement planning

Estate planning strategies

Legacy planning

Investing

Custom portfolios

Women investors

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

patricia.vankirk@ubs.com

Patricia Van Kirk, CIMA, CPWA, CFP

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

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
John has almost 40 years of industry experience providing investment management advice to high-net-worth individuals, families and businesses. During his tenure at Morgan Stanley, John served both institutional fixed income clients and individuals with assets in excess of $20 billion dollars. These services included portfolio management, securitization of mortgage loans and generation of customized agency issued debt investments. Prior to entering the investment advisory business in 1984, John worked as a tax accountant with Arthur Anderson in Cleveland, OH. He holds a B.A. in Accounting and Political Science from Ohio Wesleyan University. He resides in Annapolis, MD with his wife Caroline and enjoys spending time on the Chesapeake Bay.

CA Insurance License 0C95554
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

john.aras@ubs.com

John A. Aras

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

Account Vice President

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Kevin Bruening has over 15 years of experience providing investment consulting and financial planning services. Kevin works closely with Todd and Rob consulting with clients and assisting with the financial planning aspects of the group. Kevin earned his certificate in Financial Planning from Georgetown University and is a graduate of the University of Maryland where he received a Bachelor of Arts degree in Economic History. Kevin resides in Howard County, Maryland with his wife Tracey and daughter Elizabeth.

CA Insurance License 4203090
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 Maryland, B.A. in Economic History
- CERTIFIED FINANCIAL PLANNER®
Financial planning

Education planning

Retirement planning

Legacy planning

Investing

Asset allocation

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

kevin.bruening@ubs.com

Kevin Bruening, CFP

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

Financial Advisor

Accredited Asset Management Specialist™
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Megan has over 10 years of experience in the financial services industry building client relationships grounded in individualized service and trust. As a Financial Advisor, she joins Envision Capitol Wealth Management in helping to serve affluent individuals and families—and ensuring that the team is poised to do so for generations to come. While she completes the firm’s rigorous Financial Advisor Development Program, she focuses on the team’s marketing, research and asset allocation process, wealth management reporting, and client education. Megan holds a B.A. in Economics and Political Science from the University of North Carolina at Chapel Hill. She and her husband reside in Garrett Park, Maryland with their son and daughter. In her spare time, Megan enjoys skiing, swimming, and exploring local hiking trails with her family.

CA Insurance License 4199654
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 North Carolina at Chapel Hill, B.A. in Economics and Political Science
- Accredited Asset Management Specialist™
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

megan.kondos@ubs.com

Megan Kondos, AAMS

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

Team Administrator
View bio
- DC
- FL
- MD
- VA
Venetta Macaluso is the lead client service associate on the team and has over 20 years of industry experience. As the Team Administrator, she oversees the team's operations and manages all aspects of our clients' service needs. Venetta received a Bachelor of Arts degree from Canisius College. She resides in Gainesville, Virginia with her husband Emanuel.
Banking

Lending services

Cash management

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

venetta.macaluso@ubs.com

Venetta Macaluso

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

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Chad Lemko has over 20 years of experience in the financial services industry helping advisors harness new industry technology for growth and efficiency. As a Senior Wealth Strategy Associate, he focuses on helping Envision Capitol to enhance our operations, build client proposals and financial planning reports, and analyze research for the team’s investment solutions. Chad received a Bachelors of Arts in Economics from the University of Maryland at College Park. He currently resides in Arlington, VA with his wife, Kelly, and they enjoy traveling.
- University of Maryland, B.A. in Economics
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

chad.lemko@ubs.com

Chad Lemko

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

Client Associate
View bio
- DC
Isabelle Greenberg is our Client Service Associate responsible for managing team operations and clients’ day-to-day service needs. She joins UBS from The Motley Fool, where she used her communication skills to address members' investing needs as well as resolve technical and account matters. Isabelle graduated from American University with a Bachelor of Arts degree in Public Relations & Strategic Communications and is currently studying for her Series 7 Securities License. She resides in Washington, DC and enjoys going to the Dupont Farmer’s Market in her spare time.
- American University, B.A. in Public Relations & Strategic Communications
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

isabelle.greenberg@ubs.com

Isabelle Greenberg

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

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

A leading global wealth manager

House View Monthly

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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

Your life. Your wealth. Your future.

Todd Nichols, CPWA

Robert Wright

Patricia Van Kirk, CIMA, CPWA, CFP

John A. Aras

Kevin Bruening, CFP

Megan Kondos, AAMS

Venetta Macaluso

Chad Lemko

Isabelle Greenberg