Advocacy shaped by knowledge

Globe next to stack of books

At K Street Wealth Management, our clients often choose to work with us for life. Why? We are a caring and experienced team dedicated to hands-on service. We combine our personalized financial planning approach with accountable investing to help our clients achieve what is most important. They respect our knowledge in an industry that is constantly changing. But most importantly, our clients value our ability to connect with them and prepare them for the challenges they face each day as they work, plan for their families, and plan for the future they have earned.

Will your children be financially responsible after you’re gone? Can you afford to retire? Whatever your concerns that keep you up at night, you can trust that we are your advocates, ready to listen and create a customized solution for your needs. Backed by the global resources and investment research of a world leader in wealth management, our team is singularly focused on one goal: your financial well-being.

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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.

  • Patrick

    Patrick Adams, CFP, ChFC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA
    • WA
    • WV

    Education:

    • B.A. political science, University of Washington

    Designations:

    • Certified Financial Planner™ (CFP®)
    • Chartered Financial Consultant (ChFC)
    • Senior Portfolio Manager-PMP Program

    Licenses:

    • Series 3, 7, 63, 65
    • Life and health insurance

    Experience:

    • Over 25 years of industry experience

    Roles and Responsibilities:

    As a Wealth Advisor, Patrick delivers purposeful expertise to clients through insightful planning and customized investment management.

    Patrick focuses mainly on managing and implementing client portfolios and financial plans. He uses managed platforms to balance individual equities and bonds that generate cash flow and create tax-efficient portfolios.

    Personal and Community:

    • Pat resides in Alexandria, VA with his wife Kerry and their twin daughters
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.

    • University of Washington, B.A. Political Science
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Financial Consultant
    • Senior Portfolio Manager
    1501 K Street North West
    Suite 1100
    Washington, DC 20005
  • Kristina

    Kristina Newman Bakis, CFP

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA
    • WA
    • WV

    Education:

    • B.A., French, Bates College
    • MBA, Boston College

    Designations:

    • Certified Financial Planner™ (CFP®)

    Licenses:

    • Series 7, 66
    • Life and health insurance

    Expierence:

    • Over 10 years of industry experience

    Roles and Responsibilities:

    As a Wealth Advisor Kristina delivers productive logistics to clients to help them stay on track and navigate the complexity of financial planning and investment implementation.

    Kristina supports financial planning and portfolio management. She works to help clients define and prioritize their financial objectives and integrate investment products to create a specific and well-rounded financial plan.

    Personal and Community:

    • Kristina resides in Washington, D.C. with her husband Matthew and their sons William and Griffin.
    • Annual participant Bates National Day of Service
    • Volunteer, American Diabetes Association
    • SIFMA Volunteer: Mentor to elementary and middle school students participating in the “Stock Market Game”

      • Boston College, M.B.A.
      • Bates College, B.A. French
      • CERTIFIED FINANCIAL PLANNER™
      1501 K Street North West
      Suite 1100
      Washington, DC 20005
    • Marguerite

      Marguerite Conroy Hodgkins, CFP

      Senior Wealth Strategy Associate

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • LA
      • MA
      • MD
      • MI
      • MN
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OR
      • SC
      • TX
      • VA
      • WA

      Education:

      • B.A., political science, College of Charleston

      Designations:

      • Certified Financial Planner™ (CFP®)

      Licenses:

      • Series 7, 66
      • Life and health insurance

      Experience:

      • Over 5 years of industry experience

      Roles and Responsibilities:

      Marguerite Hodgkins is a Wealth Planning Associate who partners with Financial Advisors throughout the Washington DC Market to provide comprehensive financial planning services to high net worth clients.

      She provides in-depth guidance regarding estate planning, retirement planning, cash flow analysis, charitable giving, and wealth transfer. Marguerite loves meeting clients, learning their stories and using that narrative to create a well-tailored financial plan.

      Personal and Community:

      • Originally from Annapolis, MD, Marguerite now resides in Washington, DC with her husband Leland and her dog Eleanor.
      • Prior experience in the nonprofit sector

        • College of Charleston, B.A. Political Science
        • CERTIFIED FINANCIAL PLANNER™
        1501 K Street North West
        Suite 1100
        Washington, DC 20005
      • Headshot

        Mason Trippe

        Client Associate

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        • AZ
        • CA
        • DC
        • DE
        • FL
        • GA
        • MA
        • MD
        • NC
        • NY
        • PA
        • SC
        • VA

        Education:

        • B.A., Economics, University of Maryland

        Licenses:

        • Series 66
        • Series 7

        Experience:

        • 1 Year of Industry Experience


        Roles and Responsibilities:

        As a Registered Client Associate, Mason focuses on fulfilling clients' needs and objectives in a timely and accurate manner, which provides our clients peace of mind knowing that their requests are satisfied to the highest degree.

        Mason manages administration, operations, client on-boarding, monetary transactions and all other aspects of client-related services. He is the main point of contact for the team.

        Personal and Community:

        Mason resides in Arlington, VA 

          • University of Maryland, B.A. Economics
            1501 K Street North West
            Suite 1100
            Washington, DC 20005
          Service defines our relationships

          Service defines our relationships

          Investing with a fiduciary focus

          Investing with a fiduciary focus

          Planning keeps your goals on track

          Planning keeps your goals on track

          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