Your life. Your wealth. Your future.

Pursue what matters most

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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.

Three Business people
  • Todd Nichols

    Todd Nichols, CPWA

    Managing Director–Wealth Management

    Private Wealth Advisor, CPWA®

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    • LA
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    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.

      • 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

      Robert Wright

      Senior Vice President–Wealth Management

      Senior Portfolio Manager

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      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.

        • 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

        Patricia Van Kirk, CIMA, CPWA, CFP

        Vice President–Wealth Management

        Portfolio Manager

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        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.

          • 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

          Kevin Bruening, CFP

          Financial Advisor

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          • NC
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          • OR
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          • SC
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          • 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.

            • 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

            Megan Kondos

            Financial Advisor

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            • AZ
            • CA
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            • DE
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            • GA
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            • IA
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            • IN
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            • LA
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            • NC
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            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.   

              • 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

                Venetta Macaluso

                Team Administrator

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                • 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

                    Multigenerational planning

                    Retirement planning

                    Retirement planning

                    What did the Fed say?

                    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.

                    Backed by the strength of UBS

                    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