The Owen Wealth Management Group

Helping you connect your needs with the right team

At The Owen Wealth Management Group, we aim to connect you to the right advisor team that can help you navigate your specific, complex financial needs. Our values lie in the ability to understand each prospect’s situation and strategically match them with a team of knowledgeable advisors best suited to deliver results. We are positioned around client-first problem solving, access to a broader team and relationship driven guidance with seamless coordination.

Working with us means gaining a strategic partner who assembles the best team for each client’s needs, simplifying complexity and elevating outcomes through the power of connections.

Guidance built on real-world insights

We help guide clients through uncertainty, opportunity, and transformation. This depth of experience provides something few advisors can offer: the ability to interpret today’s markets through the lens of history, human behavior, and global change.

Markets change. Emotions don’t. Kurt helps clients cut through noise, stay grounded, and make confident decisions, even in times of volatility. With a career shaped by decades of economic cycles and global events, he provides perspective that helps you stay focused on what truly matters: your long-term financial goals.

Steady guidance, no matter what the markets bring.

Financial planning strategies

Our team acts as a central hub, connecting clients with advisor teams across the firm to address their most important financial needs. Through coordinated collaboration and a deep understanding of available capabilities, we help clients quickly access the right knowledge, solutions, and strategic guidance, creating a more streamlined experience and delivering greater value at every stage of their journey.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way 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.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

Strategies for business owners

Selling your business isn't just a transaction, it's a transition. Our team helps business owners prepare for what's next by connecting them with a network of advisors who can provide guidance before, during, and after a sale. From planning and strategy to wealth management and legacy considerations, we help ensure every piece of the puzzle comes together seamlessly.

You’re considering an exit in 5 years

Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Fine-tune your business model to be most appealing to a buyer
Make sure business documentation and financial statements are in order
Put together a team to prepare the business and optimize value
Strengthen your management team

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You’re 3 years away from exiting

Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
Build the right pre-sale advisory team, including an investment banker, attorney and CPA
Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

Connect with us

You’re selling within the year

Finalize your trust and estate strategies
Work with us to interview and select the investment banker that works best for you
Finalize your exit plan and focus on getting the best deal for the sale
Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
As needed, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

Learn more

Connect with us

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

Wealth advice for your life's goals

Helping you connect your needs with the right team

Guidance built on real-world insights

Kurt Owen

Tammy Lester

James Jack

Kurt Owen

Tammy Lester

James Jack

Recognized as an industry leader

Financial planning strategies

A plan to simplify your financial life

Turn possibilities into a plan

Are you ready for anything?

Approach your financial future with confidence

Strategies for business owners

You’re considering an exit in 5 years

You’re considering an exit in 5 years

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re selling within the year

You’re selling within the year

Planning for the sale of a closely held business

Personal planning for start-up founders

Global Entrepreneur Report 2026

A leader in wealth management

Backed by the strength of our parent company, UBS AG

A new era of wealth is underway

Insights

Wealth advice for your life's goals