How can you pursue what matters most?

Three generations in the front yard

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes 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.

At Steve Kula Wealth Management, we’re focused on helping you feel more confident in navigating your financial future. For more than 25 years, my team and I have worked to find effective high net worth wealth planning strategies that bring clarity and stability to an uncertain financial world, but what truly makes our team unique is our commitment to going above and beyond for our clients, no matter how challenging.

- Steve Kula First Vice President

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.

  • SK Headshot

    Steve Kula

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
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    • KS
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    The most rewarding part of my job is knowing that I am making a difference in my clients’ lives. As a Financial Advisor to successful multigenerational families, I help them pursue what matters most, protect against the unexpected, and leave a meaningful legacy.

    My practice is built around comprehensive financial planning. I begin every relationship by getting to know my clients, learning about their dreams and their concerns. Many of my clients are active in a variety of professions and activities; or retired. Another segment of my client base consists of corporate executives, and equity compensation represents a significant portion of their wealth. My background handling corporate stock plans, in addition to Wealth Management, enables me to further help corporate executives diversify their holdings, sell shares as an insider and generate consistent cash flows.

    I have nearly 25 years of experience—all with UBS—in offering a broad range of wealth management services. I work with an extended team of specialists inside and outside the firm, including estate planning attorneys and tax experts, to meet my clients’ needs. I earned my M.B.A. from the University of Chicago Booth School of Business in 2009.

    As a former Division I college swimmer, current triathlete, and Chicago resident, I am pioneering an effort through the Chicago Park District to teach swimming to lower-income individuals. I also volunteer at Chicago’s Lurie Children’s Hospital. Outside of the office, I enjoy playing guitar, traveling and spending time with family and friends.

    I limit the number of families I work with in order to offer exceptional client service to each client household. I believe that trust is the foundation of every relationship, and nothing makes me happier than when a loyal client refers a colleague or family member to me.

      • Booth School of Business, University of Chicago, M.B.A
      • Quinlan School of Business, Loyola University Chicago, B.B.A., Finance
        Financial planning
        Impact investing
        Corporate executives
        Estate planning strategies
        Legacy planning
        Custom portfolios
        Business owners
        Philanthropy
        One North Wacker Drive
        Chicago, IL 60606
      • David's Headshot

        David Bucci

        Senior Wealth Strategy Associate

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IA
        • IL
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        • KY
        • MA
        • MD
        • MI
        • MN
        • MS
        • NC
        • NJ
        • NV
        • NY
        • OH
        • PA
        • SC
        • TX
        • VA
        • WA
        • WI

        David works with high net worth individuals and their families to address their multi-faceted financial planning needs. He also focuses on the owners of privately held family businesses and middle market business executives. David understands that each client has unique goals and concerns. He enjoys gathering information, working through problems and designing sophisticated solutions to help clients pursue their future.

        In his role as a Senior Wealth Strategy Associate, David is responsible for financial planning, asset allocation, portfolio construction and investment research. He serves as a relationship manager, forming close connections with multiple generations of his clients’ families. David has been with UBS since 2012. His knowledge of the firm’s global resources enables him to connect clients with specialists across UBS Asset Management and UBS Investment Bank, among other areas, to address their full financial picture.

        David studied Art History and Economics in college, blending his passions for art and finance. The combination of those skill sets helped him expand his approach to analyzing any situation. Today, his clients benefit from the broader perspective he brings to their financial picture.

          • Michigan State University, Art History
            Financial planning
            Exit planning
            Business succession
            Asset allocation
            Business owners
            One North Wacker Drive
            Chicago, IL 60606
          • KG Headshot

            Karen Gordon

            Senior Client Associate

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            • AR
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • IA
            • IL
            • IN
            • KY
            • MA
            • MD
            • MI
            • MN
            • MS
            • NC
            • NY
            • OH
            • PA
            • SC
            • VA
            • WA
            • WI

            Coming from higher education, Karen previously worked in admissions for the Kellogg Graduate School of Management at Northwestern University. She joined UBS PaineWebber in November 2001 as a Client Service Associate. In July 2002, she joined the team. Karen’s goal is to provide excellent service to clients with any transactional, operational and administrative support they need.


            Karen lives in Chicago with her husband, Donzell and their daughters Alyssa and Alexandra. She enjoys traveling and is a lifelong learner.

              • Augustana College, B.A. in Political Science
                One North Wacker Drive
                Suite 3700
                Chicago, IL 60606

              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.

              Multigenerational families

              Multigenerational families

              Estate planning strategies

              Estate planning strategies

              Advice for business owners and entrepreneurs

              Advice for business owners and entrepreneurs

              2022 tax planning guide

              For your financial well-being

              Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

              We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

              Backed by the strength of UBS

              A global leader in wealth management

              More than 150 years

              offering financial advice

              #1

              For Ultra-High Net Worth clients

              Euromoney Private Banking and Wealth Management Survey, 2016-2022

              Global leader

              UBS is a world-leading wealth manager