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
    • 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
    • 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
        • 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
          • 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
                • Tiffany Barber

                  Tiffany Barber

                  Client Associate

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                          3450 Dowlen Road, Suite A
                          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

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                                UBS and Credit Suisse—stronger than ever

                                Managing wealth is our craft

                                We’re committed to understanding what wealth means for you.

                                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $5+ trillion

                                In invested assets globally 
                                As of 11/07/2023

                                Global leader

                                UBS is a world-leading wealth manager

                                #1

                                Global Equity Research 

                                Institutional Investor, 2021 Global Rankings

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