Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

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    Dale Heysse

    Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • FL
    • GA
    • IL
    • KS
    • NC
    • NM
    • OH
    • OK
    • OR
    • TX
    • VA
    • WA

    Affluent individuals come to us for help with goal-setting, retirement planning, investment management. They want personal attention from their family's trusted advisor. They want an experienced CFP® practitioner. I believe they feel better after we help them create a formal retirement income plan, if not a complete wealth management plan.

    Our core process is Goals-Based Wealth Management. Its all centers on you, the client. First, "Understand Your Life” describes what is most important to you: family, home, work, health, leisure, giving. We help clients to frame these hopes as financial objectives. Your goals are documented in writing and modified as your life changes. Second, our "Disciplined Investment Process” is driven by your goals, investment personality and risk profile. We hold formal reviews with you of investment progress to goals and we make adjustments as appropriate. Third, we practice "Transparency of Results and Fees” meaning cost and performance reporting.

    Communication is essential to any relationship and we have multiple methods. We prefer face-to-face meetings, but we also like to use online web meetings.

    My financial advisory career began in 2004 after twenty years of success at Schlumberger and Halliburton, where I worked in field operations, technical sales, product development and strategic planning. Before this I served as a US Army active duty infantry officer.

    I feel these varied life experiences help me show empathy for my clients whose work and family fill their day. They seek a trusted advisor to help them organize the present and plan for the future.

      • Minnesota State University (Moorhead), Bachelor of Science - Physics
      • Washington University in St Louis, Master of Science - Physics
      • University of St Thomas, Master's in Business Administration - Finance
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Private Wealth Advisor℠
      • Portfolio Manager
      15958 City Walk
      Suite 240
      Sugar Land, TX 77479
      dale.heysse@ubs.com
      Dale Heysse
      15958 City Walk,Sugar Land,TX,77479
    • Jason Valentz Profile Photo

      Jason Valentz

      Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CO
      • FL
      • GA
      • IL
      • IN
      • KS
      • MA
      • NC
      • NM
      • OH
      • OK
      • OR
      • TX
      • VA
      • WA

      Accessible, Knowledgeable, and Experienced.

      As a Financial Advisor, I am committed to building and maintaining lasting client relationships. My approach is simple, transparent, and supported by experienced investment guidance. With industry leading research and access to some of the best risk based strategies UBS Financial Services, Inc. has to offer, I assist clients with the critical decision making around their financial goals.

      MY PHILOSOPHY: To be a trusted financial strategist, offering thoughtful advice with an intellectually honest approach - continually evaluating and adapting.

      WHAT DO I BELIEVE: There is no substitute for hard work and proper planning. Both are necessary to prepare for the future while serving to preserve and grow financial assets. It's vital to look beyond what's directly in front of you; choose your destination, pick your path, and enjoy the journey.

      WHO DO I SERVE: People who have worked hard to achieve their personal and financial goals and those who understand the value of a dollar earned. It's taken years of hard work, diligence, and sacrifice to accumulate your net worth. It's my goal to grow those assets and make your money work for you.

      WHAT MAKES ME PROUD: My lovely wife and incredible children. My personal and professional accomplishments and the experiences that have taught me so much along the way.

      My partners and I believe in taking a long-term approach and establishing deep and valued relationships with each of our clients. Our relationships go beyond business as we foster long term friendships that span generations.

            15958 City Walk
            Suite 240
            Sugar Land, TX 77479
            jason.valentz@ubs.com
            Jason Valentz
            15958 City Walk,Sugar Land,TX,77479
          • Marcela Galvan

            Marcela Galvan

            Senior Client Associate

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            • AZ
            • CA
            • FL
            • IL
            • LA
            • NM
            • NV
            • OK
            • TX

                  15958 City Walk
                  Suite 240
                  Sugar Land, TX 77479
                  marcela.galvan@ubs.com
                  Marcela Galvan
                  15958 City Walk,Sugar Land,TX,77479

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                Your life, wealth and future

                Your life, wealth and future

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                The power of investing now

                Global Wealth Report 2024

                Crafted wealth intelligence

                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                Gain additional insights into the trends shaping wealth in the US and around the world.

                Download the report

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                Global leader

                UBS is a leading and truly global wealth manager

                $5.8+ trn

                UBS Group invested assets
                As of 03/31/2024

                Financial strength

                Driving confidence.
                A-  Standard & Poor’s
                A  Fitch
                A3
                  Moody’s


                UBS AG, long-term senior secured debt rating. As of 03/31/2024

                Insights