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
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- 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
- 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
Robert Wright

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- 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
- 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, DC 20005
Patricia Van Kirk, CIMA, CPWA, CFP

Vice President–Wealth Management

Portfolio Manager
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- 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
- 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, DC 20005
Kevin Bruening, CFP

Financial Advisor
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
- VA
- VT
- 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
- 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, DC 20005
Megan Kondos, AAMS

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- 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
- University of North Carolina at Chapel Hill, B.A. in Economics and Political Science
1501 K Street North West
Suite 1100
Washington, 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, DC 20005

Todd Nichols, CPWA

Managing Director–Wealth Management

Private Wealth Advisor, CPWA®
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- 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
- 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
Robert Wright

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- 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
- 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, DC 20005
Patricia Van Kirk, CIMA, CPWA, CFP

Vice President–Wealth Management

Portfolio Manager
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- 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
- 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, DC 20005
Kevin Bruening, CFP

Financial Advisor
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
- VA
- VT
- 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
- 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, DC 20005
Megan Kondos, AAMS

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- 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
- University of North Carolina at Chapel Hill, B.A. in Economics and Political Science
1501 K Street North West
Suite 1100
Washington, 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, 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.

Multigenerational planning

Retirement planning

The circular economy: What is it?

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Your life. Your wealth. Your future.

Todd Nichols, CPWA

Robert Wright

Patricia Van Kirk, CIMA, CPWA, CFP

Kevin Bruening, CFP

Megan Kondos, AAMS

Venetta Macaluso