Your wealth is a reflection of your success, your heritage and your passion. Having built dynastic wealth, you need the close collaboration of a trusted Private Wealth Advisor who listens, reviews and helps you move forward by bringing order to your complex situation and optimizing the structures you have in place.
We understand your time is at a premium and you are looking for substance. That's why we take a business plan approach to personal wealth management. Our background in institutional investing and our deep history with multigenerational families, entrepreneurs, and private equity executives gives us the perspective and knowledge you need to unlock opportunities, preserve wealth and create continuity.
“With our deep industry knowledge, market acumen and comprehensive planning capabilities, my team and I are like a think tank for exceptional, affluent families.”
— Loren Weiss
Wealth strategies for every phase of life
With our team's extensive private wealth background, we bring an experienced perspective to the intersection of wealth management and estate planning. Through our integrated financial planning process, we help prioritize your goals, establish your proper asset allocation, manage risk, and assess estate and charitable planning strategies.
Our experience makes us insightful investors
By listening and aligning with your objectives, we focus on asset allocation strategies that allow for sensible growth and help mitigate risk. Because of our close association with investment managers on UBS's open platform, we communicate regularly and closely track performance, rebalancing and making adjustments for life changes and economic conditions.
Connecting you to the deep resources of UBS
As UBS Private Wealth Advisors, we provide access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks. Our clients trust us to work directly with their accountants and estate attorneys so we can incorporate all perspectives into one integrated approach.
Understanding the unique challenges of dynastic wealth
The Weiss Group: Compound Interests
Kevin Kitt has been recognized as an industry leader
- Forbes America's Top Next-Generation Wealth Advisor, 2017, 2018