Disciplined wealth management and corporate services
Liberty Capitol Group - Wealth Management
202-654-6600
212-713-4374
855-235-8866
UBS Financial Services Inc.
1501 K Street NW
Suite 1100
Washington, DC 20005
Our team combines personalized multigenerational wealth management for individuals and families with institutional consulting and retirement plan services for businesses. We help private investors and executive employees develop comprehensive wealth management strategies, including the integration of pension and retirement plan benefits.
In today’s complex economy, you require an experienced team that delivers sophisticated solutions and comprehensive planning for all aspects of your financial life. Providing access to valuable resources and expertise is central to our approach. By working closely with your accountants, attorneys and our broad network of financial professionals, we can incorporate all perspectives into one integrated approach.
Our office locations
Washington, D.C.
1501 K Street NW
Suite 1100
Washington, D.C. 20005
New York
1285 Ave of the Americas
18th Floor
New York, NY 10019
Hammond Han has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2020
- Barron’s Top 1,200 Financial Advisors, 2019-2020
- Washington, DC's Best Financial Advisers, as seen in Washingtonian, 2019
Disclosure: Washington, DC's Best Financial Advisers, as seen in Washingtonian, 2019, 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.
Personal wealth management
The lives of today’s wealthy families are complex. It’s more important than ever to have the steady guidance of an experienced team that understands the challenges you face throughout life’s important personal and business milestones. Our team provides the expertise to manage your investment needs and the commitment to engaging each generation of your family, offering thoughtful education and advice to meet your planning goals.
Corporate and executive services
We work closely with institutional clients to design, implement and monitor their investment program. We will work with you and your employees to keep up with changing regulations, stay on top of requirements and ensure your incentive plans are attracting and retaining top talent. By accessing the intellectual capital of UBS, we combine global insights and analyses with an open architecture mix of managers and funds.
Our perspectives
Insights