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Generational Family on Beach

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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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    Charles "Chuck" Heare

    Senior Vice President–Wealth Management

    Financial 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

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    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

    51 countries

    Our global footprint

    Global leader

    UBS is a leading and truly global wealth manager

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