Adam Slowik - UBS Financial Services Inc. is a wealth management firm located in Mill Valley, CA. With over 20 years of industry experience, Adam specializes in creating comprehensive financial and estate plans for technology entrepreneurs and executives in the Silicon Valley. He offers personalized advice, first-class solutions, and extensive wealth management experience to help clients confidently pursue their life goals.
Kurt Maier and Chris Wagner are also Senior Vice Presidents at UBS Financial Services Inc., providing customized advice, solutions, and wealth management to entrepreneurs and individuals. Kurt has a network of contacts built over decades, allowing him to connect business owners to capital, tax, estate, and legal professionals. Chris focuses on advising individuals and families on estate planning, tax strategy, asset allocation, and philanthropy, leveraging his 35 years of financial industry experience.
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