Advocacy shaped by knowledge
K Street Wealth Management
202-585-5488
855-234-4851
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.
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.
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.
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Insights