Let's move forward. Together.

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  •  Donald "Donnie" Buescher

    Donald Buescher

    First Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • FL
    • ID
    • IL
    • KS
    • LA
    • MA
    • MI
    • MO
    • ND
    • NE
    • NJ
    • NM
    • NY
    • SD
    • TX
    • VA
    • VT
    • WA

    Donald Buescher brings 28 years of experience to his role as First Vice President-Wealth Management with UBS Financial Services Inc. Donald provides personalized financial guidance and a full range of investment services to affluent individuals and families to achieve their financial goals and objectives. Donald was nominated to participate in the UBS Wealth Advisor Program and has a UBS Wealth Advisor designation to focus on Wealth Management Strategies, Retirement Planning, and Portfolio Management. Donald has numerous past & present community involvement.

     A native Texan, Donald resides in Fort Worth, with his wife of 38 years and two daughters.

        • Wealth Advisor
        301 Commerce Street
        Suite 2800
        Fort Worth, TX 76102
      • Rita Helfrich

        Rita Helfrich

        Senior Client Associate

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        • TX

        Rita is a Senior Client Service Associate. She has been with UBS and its affiliates for 17 years. She has been in the brokerage business for 21 years including positions as a Financial Advisor with Prudential Securities and as an International Research Coordinator with Fidelity Investments. Rita assists with servicing your accounts which includes operational and administrative issues.

        Rita graduated from Saint Michael's College in Winooski, Vermont with a Bachelor of Science degree in Business Administration. She lives in Fort Worth, Texas with her husband, Tom. They have 2 daughters and four grandchildren.

          • Saint Michael's College, Bachelor of Science Degree in Business Administration
            301 Commerce Street
            Suite 2800
            Fort Worth, TX 76102

          Focus on liquidity management

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          UBS and Credit Suisse—stronger than ever

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $3.9 trillion

          In invested assets globally 
          As of 12/31/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager