Lasting relationships

Understanding what matters most to you

Goth Heare Wealth Management Group Team Photo

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Retired couple

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.

  • Charles Chuck Heare

    Charles "Chuck" Heare

    Senior Vice President–Wealth Management

    Wealth Advisor

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    • AL
    • AR
    • CA
    • CO
    • DC
    • FL
    • GA
    • KS
    • LA
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OK
    • TX
    • WY

      • Lamar University
      • Wealth Advisor
      3450 Dowlen Road, Suite A
      Suite A
      Beaumont, TX 77706
      charles.heare@ubs.com
      Charles "Chuck" Heare
      3450 Dowlen Road, Suite A,Beaumont,TX,77706
    • Thomas Goth

      Thomas "Tommy" Goth

      Senior Vice President–Wealth Management

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      • AL
      • AR
      • CA
      • FL
      • HI
      • IN
      • KS
      • LA
      • MA
      • MS
      • NC
      • TN
      • TX

        • Lamar University, Masters Degree in Business
          3450 Dowlen Road, Suite A
          Suite A
          Beaumont, TX 77706
          thomas.goth@ubs.com
          Thomas "Tommy" Goth
          3450 Dowlen Road, Suite A,Beaumont,TX,77706
        • Charles Ross Heare

          Ross Heare

          Financial Advisor

          CERTIFIED FINANCIAL PLANNER™

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          • AL
          • AR
          • AZ
          • CA
          • FL
          • GA
          • IL
          • KS
          • LA
          • MD
          • NC
          • NM
          • TN
          • TX

            • University of Mississippi
            • CERTIFIED FINANCIAL PLANNER™
            3450 Dowlen Road, Suite A
            Suite A
            Beaumont, TX 77706
            ross.heare@ubs.com
            Ross Heare
            3450 Dowlen Road, Suite A,Beaumont,TX,77706
          • Jennifer Goth-Castillo

            Jennifer Goth-Castillo

            Financial Advisor

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            • AL
            • AR
            • CA
            • FL
            • KS
            • LA
            • NC
            • TX

                  3450 Dowlen Road, Suite A
                  Suite A
                  Beaumont, TX 77706
                  jennifer.goth@ubs.com
                  Jennifer Goth-Castillo
                  3450 Dowlen Road, Suite A,Beaumont,TX,77706
                • Tiffany Barber

                  Tiffany Barber

                  Client Associate

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                          3450 Dowlen Road, Suite A
                          Suite A
                          Beaumont, TX 77706
                          tiffany.barber@ubs.com
                          Tiffany Barber
                          3450 Dowlen Road, Suite A,Beaumont,TX,77706
                        • Dena McNiel

                          Dena McNiel

                          Client Associate

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                                  3450 Dowlen Road, Suite A
                                  Suite A
                                  Beaumont, TX 77706
                                  dena.mcniel@ubs.com
                                  Dena McNiel
                                  3450 Dowlen Road, Suite A,Beaumont,TX,77706

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                                Outlook on interest rates

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                                UBS and Credit Suisse—stronger than ever

                                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

                                $5.8+ trn

                                UBS Group invested assets
                                As of 03/31/2024

                                Global leader

                                UBS is a leading and truly global wealth manager

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