Focused on your goals. Committed to your future.

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Our team’s personalized approach provides goal-oriented, multigenerational wealth management for affluent families and comprehensive consulting for nonprofit organizations.

  • Whether we are advising an organization or a successful family, we work closely together with our clients to create a fully integrated, customized plan to help them achieve what matters most. Through our personalized approach, we promise to help provide:
  • The confidence that comes from a team that truly works together to address all aspects of our clients’ personal and professional lives
  • The accountability of experienced financial professionals committed to understanding the unique needs of families and organizations
    A boutique level of access and service, offering dedicated attention to select clients

Our team has the capabilities and experience to offer sophisticated advice designed specifically for your situation. You can be confident that the strategy we develop is based on what you or your organization need.

- Chris Jackson

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.

  • Thomas Wertz Profile Photo

    Thomas Wertz

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
    • PA
    • TN
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    • VA
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    With more than 40 years of experience in the financial services industry, Tom has successfully guided clients through numerous market cycles. Prior to joining UBS in 2002, Tom worked for Merrill Lynch where he focused on high net worth families, nonprofit organizations, offshore accounts and institutional investors. Tom achieved the status of top-ranked advisor in the Washington, D.C. office and was a member of the distinguished Charles E. Merrill Circle of Excellence Club. Tom is a member of the Board of Directors of St. Jude Children’s Research Hospital and Easter Seals.

          1501 K Street North West
          Suite 1100
          Washington, DC 20005
        • Christopher Jackson Profile Photo

          Christopher Jackson, CIMA

          Senior Vice President–Wealth Management

          Certified Investment Management Analyst®

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
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          • IL
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          • KY
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          • ME
          • MI
          • MN
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          • MT
          • NC
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          • NV
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          • OR
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          Chris is a Senior Vice President and Institutional Consultant based in Washington, DC.  He has 28 years of experience in the financial services industry and provides a broad array of sophisticated services to families and non-profit organizations.  His focus includes investment and strategic planning, asset allocation, and portfolio construction.   The Institutional Consultant designation, conveyed to fewer than 2% of UBS advisors, reflects his experience and qualifications to work with this type of client.

          A graduate of the University of Virginia, Chris holds B.A. degrees in both Economics and Foreign Affairs. He earned the Certified Investment Management Analyst (CIMA®) designation after a program of study at the Wharton School of the University of Pennsylvania.  He also holds the Wealth Advisor and Senior Managed Accounts Consultant designations within UBS. 

          Chris is an active mentor for veterans transitioning from the military into the private sector.  He has also been involved with the Leukemia & Lymphoma Society and is a past nominee to be their Washington, DC Man of the Year. A longtime endurance athlete, Chris is a 9-time Ironman finisher, an Ironman All World Athlete designee with a personal best ranking in the top 100 nationally and top 300 globally, and a Leadville 100 Mountain Bike race finisher.  He lives in McLean, VA with his wife Janie, their 2 daughters (of 3) still at home, and 2 chocolate Labrador retrievers.

          • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

          • University of Virginia, B.A. Economics and Foreign Affairs
          • Certified Investment Management Analyst®
          1501 K Street North West
          Suite 1100
          Washington, DC 20005
        • Jake Sodeman Profile Photo

          Jake Sodeman

          Account Vice President

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • KY
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OK
          • OR
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          • SC
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          • UT
          • VA
          • VT
          • WA
          • WI

          Jake began his career at UBS in 2012 and is currently a Financial Advisor on the team. He actively works to promote business development and also plays a key role in financial planning and investment strategy. Jake helps a range of clients pursue their financial goals by providing tailored advice based on their particular circumstances, preferences and priorities.

          A graduate of the University of Maryland with a B.A. degree in economics, Jake also holds the Series 7 and 66 securities licenses.

            • University of Maryland, B.A. Economics
              1501 K Street North West
              Suite 1100
              Washington, DC 20005
            • Lily Beitel-Horton Profile Photo
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                Lily began her career in the financial services industry in 2013 and is currently a Financial Advisor. She delivers approachable creativity to wealth management and focuses on sustainable investment strategies including exclusion, integration and impact focused investments.  Lily also co-chairs the DC chapter of All Bar None, UBS's internal women's network. 

                Lily earned her B.A. in international affairs from the George Washington University where she minored in music and women’s studies. She holds the Series 7, 66 and 3 securities licenses. 

                Lily lives in D.C. with her husband and in her spare time serves on the board of the DC Net Impact Chapter. She enjoys running marathons and being an active member of her community.

                  • George Washington University, B.A. International Affairs
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                  Private clients

                  Glass Building

                  Nonprofit organizations

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                  Sustainable investing

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                  Investment management

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                  Lasting relationships

                  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.

                  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