Your evolving business

Comprehensive wealth management for business owners

team

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Plans

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.

  • Kurt 1

    Kurt J. Owen

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

        • Portfolio Manager
        • Wealth Advisor
        925 Fourth Avenue
        31st and 32nd Floors
        Seattle, WA 98104
      • joe

        Joseph "Joe" Covey, CEPA, CRPS

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • ND
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WY

        Joe joined UBS in 2012 from J.P. Morgan Private Bank in Seattle where he worked as a banker for 2 years serving individuals, families and foundations. Prior to his role in Seattle, Joe was an investment specialist for J.P. Morgan in Dallas, TX, for 6 years. He began his career with Pennaluna in Coeur d'Alene, Idaho in 2002. Joe received his BA in Finance from Texas Christian University and holds his MBA in Financial Services, as well as, the Series 7 and 66 securities licenses. Joe is a native of Spokane, WA and lives in Sammamish with his wife, son and daughter. He enjoys hiking, fishing, the outdoors and being an active member in his local church community.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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.

        • BA in Finance, Texas Christian University
        • MBA in Financial Services, Texas A&M - Commerce
        • Certified Exit Planning Advisor
        • Portfolio Manager
        • Chartered Retirement Plans Specialist℠
        925 Fourth Avenue
        31st and 32nd Floors
        Seattle, WA 98104
      • devin new1

        Devin R. Meucci

        Investment Associate

        • image
        • image
        • image
        • CA
        • CO
        • HI
        • NM
        • NY
        • OR
        • WA

              925 Fourth Avenue
              31st and 32nd Floors
              Seattle, WA 98104
            • Nikki 1

              Nejra "Nikki" Halilovic

              Client Associate

              • image
              • image
              • image

                      925 Fourth Avenue
                      31st and 32nd Floors
                      Seattle, WA 98104
                    • kyla

                      Kyla Dixon

                      Client Associate

                      • image
                      • image

                              7250 Dallas Parkway
                              Suite 950
                              Plano, TX 75024

                            Connecting you to the deep resources of UBS

                            By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                            A team approach

                            A team approach

                            Our Philosophy

                            Our Philosophy

                            Our Process

                            Our Process

                            Selling your business: Proceed with passion

                            UBS Business Transition Services can help unlock the possibilities

                            Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $3.9 trillion

                            In invested assets globally 
                            As of 12/31/2022

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager