Envision Capitol Wealth Management - UBS Financial Services Inc.

McKay, Hanley, Francis & Wright - UBS Financial Services Inc. is a financial advisory firm located in Washington, DC, focused on enhancing the financial well-being of its clients through tailored wealth management and planning services. With a dedicated team led by Senior Vice President Charles Verner, the firm assists high net worth individuals and families in navigating major life events and preserving intergenerational wealth. Founded on a customized approach encompassing liquidity, longevity, and legacy strategies, the firm emphasizes thorough financial planning, ensuring client goals remain aligned over time. Charles Verner and his team leverage their extensive experience to provide guidance in asset management, tax-efficient investing, and retirement and estate planning. Generated from the website

Atlas Wealth Management, a division of UBS Financial Services Inc. in Washington, DC, is dedicated to helping clients pursue their financial goals and shape their legacy for future generations. Led by Grant Myers, a Certified Private Wealth Advisor and Certified Financial Planner, the team specializes in providing tailored wealth management strategies for ultra high net worth individuals and families. The team at Atlas Wealth Management is committed to developing long-term relationships with clients through quality client service and a process-driven approach to financial planning. With industry recognition from Barron's and Forbes, the team's expertise and dedication to client success make them a trusted source of financial advice in the Washington, DC area. Generated from the website

Daniel J. Shannahan is a Vice President of Wealth Management at UBS Financial Services Inc. in Washington, DC, bringing over 36 years of experience as a Financial Advisor. His primary focus is on managing discretionary investment portfolios, utilizing personalized strategies and defined models to help clients achieve their financial objectives. Shannahan emphasizes a highly customized experience through a Strategic Wealth Assessment, collaborating with clients, attorneys, and tax advisors to address all aspects of the planning process. He is also committed to educating the next generation on wealth transfers, ensuring a comprehensive approach to wealth management that incorporates liquidity, longevity, and legacy strategies. Generated from the website