Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Mark-Matthews

    Mark E. Matthews

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CT
    • FL
    • IA
    • ID
    • IL
    • MI
    • MT
    • NC
    • NY
    • OR
    • TN
    • TX
    • UT
    • WA
    • WI

    Mark, who entered the financial services industry in 1982, joined UBS in 1984. After three decades, he still enjoys the challenge of helping clients achieve a comfortable retirement. According to Mark, every client is different and requires a customized approach. He also knows, from personal experience, that clients must have a goal for each investment and the patience to see it through. Mark provides retirement planning and portfolio management, with a focus on cash-flow producing investments, for multigenerational families and small businesses.

          925 Fourth Avenue
          31st and 32nd Floors
          Seattle, WA 98104
          mark.matthews@ubs.com
          Mark E. Matthews
          925 Fourth Avenue,Seattle,WA,98104
        • Geoffrey-Wilwerding

          Geoffrey Wilwerding

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AZ
          • CA
          • FL
          • HI
          • IA
          • ID
          • IL
          • KY
          • MI
          • MN
          • MT
          • NC
          • NY
          • OR
          • TN
          • TX
          • UT
          • WA
          • WI
          Geoff joined UBS Financial Services Inc. in 1994 and is a Chartered Retirement Planning Counselor®. With over 20 years experience his primary focus is providing retirement planning services to professionals and business owners. He holds his Series 7, 63, 65, 31 and insurance licenses. He is a graduate of Sam Houston State University Hunsville, TX 1986 with a BBA in finance. He started with DLJ in Houston 1986. Geoff is a volunteer youth soccer coach and member of the Trade Development Alliance of Greater Seattle. He enjoys swimming, cycling and spending time with his family.

            • Sam Houston State University, BBA in Finance
            • Chartered Retirement Planning Counselor
            925 Fourth Avenue
            31st and 32nd Floors
            Seattle, WA 98104
            geoffrey.wilwerding@ubs.com
            Geoffrey Wilwerding
            925 Fourth Avenue,Seattle,WA,98104
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            Klaudia Olkowski

            Wealth Management Associate

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            • AK
            • AZ
            • CA
            • ID
            • MI
            • OR
            • WA

                  925 Fourth Avenue
                  31st and 32nd Floors
                  Seattle, WA 98104
                  klaudia.olkowski@ubs.com
                  Klaudia Olkowski
                  925 Fourth Avenue,Seattle,WA,98104

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                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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