Wealth advice for your life's goals

Train along mountain range

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.

The more we know about you the better we can help you determine the best path for pursuing your goals. Understand your life, and priorities will help us make the right recommendations for you.

- Kurt J. Owen

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 J. Owen

    Kurt Owen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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

    Kurt has been serving investors since 1983. His disciplined approach to managing the investments of individuals, families and businesses is enhanced by his comprehensive knowledge of asset allocation, Modern Portfolio Theory, technical analysis, and portfolio management. Kurt has experience with fixed income instruments, trust services, large cap value equities, money manager due diligence and alternative investment strategies.

    A Washington state native, Kurt is a professional ski instructor and avid photographer. He resides in Seattle’s Magnolia neighborhood with his wife, Mona, and their two children, Zaidee and Finley.

          925 Fourth Avenue
          31st and 32nd Floors
          Seattle, WA 98104
        • Devin R. Meucci

          Devin Meucci

          Investment Associate

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

          Devin began his career as a financial advisor with PaineWebber in 1998 after graduating from the University of Washington. His many years of diverse experience help bring a unique perspective to the team's holistic wealth management approach. Devin is responsible for consulting private clients in the areas of goals-based planning and investment strategy.

          A Seattle native, Devin's passions include classic cars and all things outdoors. He resides in Mukilteo with his wife Jackie and 3 children Kendall, Gianna and Nolan.

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

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              Legacy—Wealth for others

              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.

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