Wealth advice for your life's goals

Our clients appreciate our unique perspective, unparalleled capabilities and passion to help them reach their investment goals and objectives.  We approach every interaction and decision with our client’s best interest in mind, listening to what they have to say and educating them on their options. Our process focuses on utilizing our resources and combined 80 years of experience to lower the stress of financial management and provide our clients confidence in their financial future by reaching their desired outcomes. Consistent communication, trust, integrity, and service are the key driving principles that allow us to continually adjust the planning process based on ever-evolving market trends and life circumstances. We would welcome the opportunity to speak further and dive into how we can help you achieve your goals.

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

- Kurt J. Owen

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Advice for business owners

Preparing your business

Multigenerational wealth planning

How can you successfully transition a family business?

Fundamental considerations and strategies to guide you

Family businesses are among the most successful business organizations worldwide. Yet transitions to the next generation can be challenging. Families often put off the transition or decide to sell. Our overview can guide you in transitioning a family enterprise from one generation to the next.

Read the overview

Investment management

Tailored lending and cash management

Accessing resources. Delivering solutions.

Optimus Foundation

Your life, wealth and future. UBS Wealth Way

How can we help you pursue your goals? Our advice focuses on three key strategies: Liquidity. Longevity. Legacy. It’s called UBS Wealth Way, and we can help you explore, clarify and pursue your financial goals. Working together with you, we can help you plan for life today and beyond.

Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.

Click here for a complimentary strategy review

Team recognition

  • 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.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        925 Fourth Avenue
        31st and 32nd Floors
        Seattle, WA 98104
        kurt.j.owen@ubs.com
        Kurt Owen
        925 Fourth Avenue,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
              devin.meucci@ubs.com
              Devin Meucci
              925 Fourth Avenue,Seattle,WA,98104
            • Keemia Shaban

              Keemia Shaban

              Client Associate

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                      925 Fourth Avenue
                      31st and 32nd Floors
                      Seattle, WA 98104
                      keemia.shaban@ubs.com
                      Keemia Shaban
                      925 Fourth Avenue,Seattle,WA,98104

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                    UBS is a leading and truly global wealth manager

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