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.
We take an approach to your wealth that works for you and your entire financial life. Whether you’re pursuing retirement, making an investment or forging a legacy, understanding the bigger picture is the first step to helping you pursue your financial goals today, tomorrow and for generations to come.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Since 1995, Clay has been successfully implementing comprehensive wealth management solutions to ensure long-term, sustainable financial success for individuals, families and investors alike. By taking an in-depth and innovative approach, he is able to help clients identify and accomplish their financial goals while still maintaining an intentional focus on each individual's personal values and goals. Each strategy is deliberately engineered, implemented and analyzed in order to successfully fulfill each clients' needs.
High-net-worth individuals, families and business owners work with Clay in order to:
- Address client priorities: wealth preservation, retirement planning, income distribution, legacy planning, asset allocation, tax mitigation and charitable giving
- Develop and implement a comprehensive wealth management plan in order to help them fulfill their financial needs and goals
- Obtain an independent second opinion from an experienced and proven financial advisor
- Make educated and informed decisions in today's fluctuating economic, political and social environment
Life
– Clay lives in the Greater Houston Area with his wife, Debbie
– He enjoys spending time at the lake with family, wakesurfing, traveling and scuba diving
– He serves at his church and supports nonprofits in the area
Since joining his father's longstanding practice, Jason works with successful families and business owners, bringing experience and skills to help maximize the value of their investments and businesses at all stages of growth. He understands that each decision can have far-reaching implications for your future and takes a holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a succession plan, he has the experience and knowledge to bring you important insights and tailored solutions - so that you can move forward with confidence. His dedication to wealth management is guided by a multigenerational approach that focuses on leaving a legacy for your family and stewarding resources well towards charitable causes.
Life
– Jason lives in Montgomery County with his wife, daughter and dog
– He enjoys the outdoors, watersports and traveling
– He serves at his church and charities through local community groups
Cyndi started in the financial industry in 1998. After working for a firm for 21 years, she decided to join the Gilcrease Wealth Management Group at UBS.
Credentials and Licenses:
CFP® - CERTIFIED FINANCIAL PLANNER™, CRPC™, Series 7, Series 63, Series 65, Texas Insurance License
Cyndi is married with 1 son and 1 senior rescue dog. She enjoys traveling, the beach and gardening to attract hummingbirds and butterflies.
Since 1995, Clay has been successfully implementing comprehensive wealth management solutions to ensure long-term, sustainable financial success for individuals, families and investors alike. By taking an in-depth and innovative approach, he is able to help clients identify and accomplish their financial goals while still maintaining an intentional focus on each individual's personal values and goals. Each strategy is deliberately engineered, implemented and analyzed in order to successfully fulfill each clients' needs.
High-net-worth individuals, families and business owners work with Clay in order to:
- Address client priorities: wealth preservation, retirement planning, income distribution, legacy planning, asset allocation, tax mitigation and charitable giving
- Develop and implement a comprehensive wealth management plan in order to help them fulfill their financial needs and goals
- Obtain an independent second opinion from an experienced and proven financial advisor
- Make educated and informed decisions in today's fluctuating economic, political and social environment
Life
– Clay lives in the Greater Houston Area with his wife, Debbie
– He enjoys spending time at the lake with family, wakesurfing, traveling and scuba diving
– He serves at his church and supports nonprofits in the area
Since joining his father's longstanding practice, Jason works with successful families and business owners, bringing experience and skills to help maximize the value of their investments and businesses at all stages of growth. He understands that each decision can have far-reaching implications for your future and takes a holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a succession plan, he has the experience and knowledge to bring you important insights and tailored solutions - so that you can move forward with confidence. His dedication to wealth management is guided by a multigenerational approach that focuses on leaving a legacy for your family and stewarding resources well towards charitable causes.
Life
– Jason lives in Montgomery County with his wife, daughter and dog
– He enjoys the outdoors, watersports and traveling
– He serves at his church and charities through local community groups
Cyndi started in the financial industry in 1998. After working for a firm for 21 years, she decided to join the Gilcrease Wealth Management Group at UBS.
Credentials and Licenses:
CFP® - CERTIFIED FINANCIAL PLANNER™, CRPC™, Series 7, Series 63, Series 65, Texas Insurance License
Cyndi is married with 1 son and 1 senior rescue dog. She enjoys traveling, the beach and gardening to attract hummingbirds and butterflies.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Remember the space race in the 1960’s? Well, fast-forward to 2024 and we have different countries going back to the moon. Why are they spending all this money to do so? What’s the point of it? And why should you care?
Watch the replay of our latest House View live conversation which featured insights from David Lefkowitz, Head of Equities, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
06 June 2024
Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.
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.