Your evolving business

Comprehensive wealth management for business owners

Family photos on shelf

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.

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    Kurt J. Owen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • VA
    • VT
    • WA

        • Portfolio Manager
        • Wealth Advisor
        925 Fourth Avenue
        31st and 32nd Floors
        Seattle, WA 98104
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        Joseph "Joe" Covey, CEPA, CRPS

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • HI
        • ID
        • IL
        • MA
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • ND
        • NE
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • TN
        • TX
        • VA
        • VT
        • WA

        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, 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.

        • 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
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        Devin R. Meucci

        Investment Associate

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

              925 Fourth Avenue
              31st and 32nd Floors
              Seattle, WA 98104
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              Nejra "Nikki" Halilovic

              Client Associate

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                      925 Fourth Avenue
                      31st and 32nd Floors
                      Seattle, WA 98104
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                      Kyla Dixon

                      Client Associate

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                              925 Fourth Avenue
                              31st and 32nd Floors
                              Seattle, WA 98104
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                              Julie Richards

                              Senior Wealth Strategy Associate

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                              • AZ
                              • CA
                              • CO
                              • ID
                              • MT
                              • OR
                              • WA

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

                                  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

                                  $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