$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
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
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
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
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
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
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.
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
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
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
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
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
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.
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
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
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.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Our current consumption trends require the resources of 2.3 planets, but we only have one. The circular economy creates opportunities for innovation and investment while encouraging resource efficiency and can create cost savings.
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.
$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
Your message has been successfully submitted.
Your submission was unsuccessful.