Advocacy shaped by knowledge

K Street Wealth Management Patrick M. Adams, Kristina Newman Bakis, Marguerite Conroy Hodgkins, Yasmine Isabella Samereie

K Street Wealth Management


phone

202-585-5488



phone

855-234-4851





address

UBS Financial Services Inc.
1501 K Street NW
Suite 1100
Washington, DC 20005



At K Street Wealth Management, our clients often choose to work with us for life. Why? We are a caring and experienced team dedicated to hands-on service. We combine our personalized financial planning approach with accountable investing to help our clients achieve what is most important. They respect our knowledge in an industry that is constantly changing. But most importantly, our clients value our ability to connect with them and prepare them for the challenges they face each day as they work, plan for their families, and plan for the future they have earned.

Will your children be financially responsible after you’re gone? Can you afford to retire? Whatever your concerns that keep you up at night, you can trust that we are your advocates, ready to listen and create a customized solution for your needs. Backed by the global resources and investment research of a world leader in wealth management, our team is singularly focused on one goal: your financial well-being.


Patrick Adams has been recognized as an industry leader.

    • Financial Times Top 400 Financial Advisors, 2015
    • Forbes Best-In-State Wealth Advisors, 2019, 2020
    • Washingtonian Magazine, Washington DC’s Best Financial Advisers, 2016, 2017, 2018, 2019

Disclosure: Washington DC’s Best Financial Advisers, as seen in Washingtonian, is based on assets under management, revenue, and quality of practice. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these rankings. Past performance is not indicative of future results.


Service defines our relationships

You can expect an unparalleled level of service and communication throughout every interaction and experience with our team. We build trust with our clients that extends beyond their financial lives. We are available when you need us, and we travel the extra mile to meet with you in person to address your concerns or solve a critical problem.

We are a team of patient listeners who help you make informed decisions across every dimension of your life and your goals—your family, your business, and even your healthcare challenges. The result? Most of our clients have been with us for many years and consider us their advocates and friends. For many, we’re family.


Planning keeps your goals on track

Our relationship with you begins with in-depth planning discussions. We believe a goals-based financial plan is key to finding answers to life’s important questions, and it starts with conversations about what is most important to you and your family and where you see yourself in five, 10 and even 20 years down the road.

Benjamin Franklin once said, “If you fail to plan, you are planning to fail.” We understand the important role that proper planning has in growing, protecting, and passing on your wealth. Equipped with the UBS Financial Goal Analysis (FGA) tool, we develop a more formalized plan and asset allocation based on your timeframe and comfort with risk. This “custom road map” can help you:

Retire comfortably with an effective cash flow and retirement income plan

Lower portfolio volatility while enhancing returns

Reduce estate taxes with a sophisticated wealth transfer strategy

Improve insurance protection, including healthcare and long-term care coverage

Engage the next generation on the responsibilities of inherited wealth

Address your liquidity needs



Investing with a fiduciary focus

As Senior Advisors within UBS’s Portfolio Management Program (PMP), we actively research, structure, and oversee your investment portfolio. Because we take this fiduciary responsibility so seriously, we actively seek better ways to manage volatility, reduce unnecessary risk, and earn your confidence in our ability to choose the right strategy for your needs.

Because there’s nothing more important than doing the right thing on your behalf, we have full discretion over many of our clients’ portfolios. Our understanding of the capital markets runs deep—we welcome those discussions with you. In fact, we confidently stand by our own recommendations and share the same investment philosophy.

Your customized asset allocation is always based on your personal time horizon, objectives and risk concerns. We reevaluate your asset mix and make adjustments as your life or the markets change. It’s not an easy lesson, but we help our clients understand that spending time in the market—even during uncertain periods—offers them the greatest potential for achieving their long-term goals.




Insights

Planning for the lifestyle you want

Planning for the lifestyle you want

Creating your legacy

Creating a legacy that lasts