Let's move forward. Together.

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
    • AZ
    • 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

    Focus on liquidity management

    CIO House View monthly livestream

    Tree

    UBS and Credit Suisse—stronger than ever

    Legacy—Wealth for others

    For needs that go beyond your own—to help you improve the lives of others

    What will your legacy be?
    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

    Learn more at ubs.com/wealthway.

    Backed by the strength of UBS

    A global leader in wealth management

    $3.9 trillion

    In invested assets globally 
    As of 12/31/2022

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager

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