Wealth advice for your life's goals

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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.

Four people meeting in glass office

2024 Collegiate Sports Roundtable

An insightful & timely discussion for the future of collegiate sports.

$1.5 Billion

Assets under management

As of 01/01/2025

5

Advisors on the team

8 person

seasoned team


Swimmer in water

The unique needs of athletes and entertainers

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Texas

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

Global leader

UBS is a leading and truly global wealth manager

Insights

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