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
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OK
    • TN
    • TX
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • 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
    • DC
    • FL
    • HI
    • KS
    • LA
    • MA
    • MN
    • MS
    • OK
    • TN
    • TX
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • 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
      • CA
      • DC
      • FL
      • IL
      • LA
      • MD
      • MN
      • NC
      • NM
      • OK
      • TN
      • TX
      • VA
      • WY

        • 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

        Account Vice President

        Financial Advisor

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        • AL
        • AR
        • CA
        • DC
        • FL
        • KS
        • LA
        • MN
        • OK
        • TX
        • WY

              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
                    Three generations in apple orchard

                    Turn possibilities into a plan

                    House View Monthly

                    Mountain climbers on peak at sunrise

                    A leading global wealth manager

                    LA Skyline

                    The first 100 days

                    Is your portfolio ready?

                    In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                    We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    Global leader

                    UBS is a leading and truly global wealth manager

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