$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
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.
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Client Associate
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
In this guide you can explore an array of planning ideas, such as:
Pat Corry, Head of Portfolio Strategy & UBS Wealth Way Solutions in the UBS Americas Chief Investment Office, and Dan Scansaroli, Head of Portfolio Strategy & UBS Wealth Way Solutions, CIO Americas sat down with Dr. Marc Milstein, a leading brain health expert, to discuss how our brains change as we age, surprising factors that age the brain and the costs associated with brain health issues.
Values, money and the pursuit of more intentional lives
Our latest research shows that women have emerged from the turbulence of the last few years even more committed to leading lives of purpose and making an impact on the world. This new report highlights how and why the large majority of women surveyed are more committed than ever to making a difference.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
Our approach 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.
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
