Global insight. Opportunities worldwide.

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.

William Goldberg, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- FL
- IL
- NC
- NM
- PA
- RI
- SC
- TN
- TX
- VA
Our team, Inwood Wealth Advisors, is focused on helping clients through financial transitions
including career change, a business sale, divorce and inheritance.

Capabilities to impact your life and wealth
Bill brings more than 45 years of experience with high net worth individuals and all their wealth management issues including investment planning, estate planning, and philanthropy.

Experience to guide you forward
Prior to UBS:
- IIT-Kent College of Law - Instructor in Estate Planning
- KPMG LLP - Tax Partner
- Bernstein Global Wealth Management, Principal-Senior Investment Advisor Group

My professional achievements and education
Knox College, B.A. History, Cum Laude
Cornell Law School, J.D.
Distinguished Service Award, AICPA Personal Financial Planning Division

Making a difference in my community
- AICPA Personal Financial Planning Executive Committee, Past Chair
- Houston Jewish Community Foundation, Past Chair
- Contemporary Arts Museum Houston, Past Chair

Outside the office
Bill and Brenda have lived in Houston for over 40 years. Together they have two daughters and 4 grandchildren. After spending time with the "Grands", Bill enjoys playing golf at Shadow Hawk Golf Club.
- Forbes Best-in-State Wealth Advisors, 2019, 2020The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- CERTIFIED FINANCIAL PLANNER™
- Portfolio Manager
- Wealth Advisor
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
M. Ann Page, CPWA, CIMA, CEPA, CRPC

Executive Director

Associate Market Executive
View bio
- AZ
- CA
- DC
- FL
- IL
- MO
- NM
- RI
- TN
- TX
- VA
Ann began her career 40 years ago in 1980 in New York City with PaineWebber which has since become UBS. Ann had the opportunity to build our firm's custodianship and trust company and was a spokesperson on behalf of our research department before finally landing in Texas as a branch manager, assistant complex director, divisional business manager, and now the Assistant Market Head for the South Texas Market.

Capabilities to impact your life and wealth
Ann has helped clients manage their wealth throughout a wide variety of market conditions and has learned how our behavior as investors is one of the greatest determinates of financial success. Our journey begins with a deep understanding of your goals to support your current lifestyle, build towards your future lifestyle, and to create a legacy for the people and causes that are important to you.

My professional achievements and education
- Certified Private Wealth Advisor (CPWA)
- Certified Investment Management Analyst (CIMA)
- Certified Exit Planning Advisor (CEPA)
- Chartered Retirement Planning Counselor (CRPC)
- Series 3, 7, 8, 63 & 65 licensed
- Licensed for life, accident and health, long term care and annuities
- Bachelor of Fine Arts, Missouri State University

Making a difference in my community
Board Member, Houston Livestock Show and Rodeo
Trustee, Missouri State University Foundation
Supporter of Books Between Kids, Lady Lambs, and Bel Inizio
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Sandra Ago, CFP®, CEPA®

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- FL
- IL
- NM
- PA
- RI
- TN
- TX
- VA
It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when we talk to you about wealth management, we want to learn about those life questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone?” Together, we know we can find the answers.

Capabilities to impact your life and wealth
Sandra delivers comprehensive wealth management and focuses on individuals, business owners and families going through financial transition or in preparation of a financial transition. Financial transitions are usually life altering and together we will find solutions and guide you through.

Experience to guide you forward
Sandra has over 11 years of experience in the industry. Prior to UBS, she has worked at Hines Securities and Chase Investment Services.

My professional achievements and education
-Certified Financial Professional™ (CFP) -Certified Exit Planning Advisor (CEPA)
-Accredited Wealth Management Adviser (AWMA)
-University of Texas at San Antonio, BBA Business Management
-Series 7, 63, and 66 securities licenses
-Texas Health and Life Insurance license

Making a difference in my community
Volunteer, Armed Forces Appreciation Committee and Wine Garden, Houston Livestock Show and Rodeo
Volunteer, Hou Crew, Ronald McDonald House Houston

Outside the office
Sandra lives in Houston, TX with her husband and dog. She likes to travel and spend time with family and friends. She enjoys exploring new restaurants in and outside of the Houston area.
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor℠
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

William Goldberg, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- FL
- IL
- NC
- NM
- PA
- RI
- SC
- TN
- TX
- VA
Our team, Inwood Wealth Advisors, is focused on helping clients through financial transitions
including career change, a business sale, divorce and inheritance.

Capabilities to impact your life and wealth
Bill brings more than 45 years of experience with high net worth individuals and all their wealth management issues including investment planning, estate planning, and philanthropy.

Experience to guide you forward
Prior to UBS:
- IIT-Kent College of Law - Instructor in Estate Planning
- KPMG LLP - Tax Partner
- Bernstein Global Wealth Management, Principal-Senior Investment Advisor Group

My professional achievements and education
Knox College, B.A. History, Cum Laude
Cornell Law School, J.D.
Distinguished Service Award, AICPA Personal Financial Planning Division

Making a difference in my community
- AICPA Personal Financial Planning Executive Committee, Past Chair
- Houston Jewish Community Foundation, Past Chair
- Contemporary Arts Museum Houston, Past Chair

Outside the office
Bill and Brenda have lived in Houston for over 40 years. Together they have two daughters and 4 grandchildren. After spending time with the "Grands", Bill enjoys playing golf at Shadow Hawk Golf Club.
- Forbes Best-in-State Wealth Advisors, 2019, 2020The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- CERTIFIED FINANCIAL PLANNER™
- Portfolio Manager
- Wealth Advisor
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
M. Ann Page, CPWA, CIMA, CEPA, CRPC

Executive Director

Associate Market Executive
View bio
- AZ
- CA
- DC
- FL
- IL
- MO
- NM
- RI
- TN
- TX
- VA
Ann began her career 40 years ago in 1980 in New York City with PaineWebber which has since become UBS. Ann had the opportunity to build our firm's custodianship and trust company and was a spokesperson on behalf of our research department before finally landing in Texas as a branch manager, assistant complex director, divisional business manager, and now the Assistant Market Head for the South Texas Market.

Capabilities to impact your life and wealth
Ann has helped clients manage their wealth throughout a wide variety of market conditions and has learned how our behavior as investors is one of the greatest determinates of financial success. Our journey begins with a deep understanding of your goals to support your current lifestyle, build towards your future lifestyle, and to create a legacy for the people and causes that are important to you.

My professional achievements and education
- Certified Private Wealth Advisor (CPWA)
- Certified Investment Management Analyst (CIMA)
- Certified Exit Planning Advisor (CEPA)
- Chartered Retirement Planning Counselor (CRPC)
- Series 3, 7, 8, 63 & 65 licensed
- Licensed for life, accident and health, long term care and annuities
- Bachelor of Fine Arts, Missouri State University

Making a difference in my community
Board Member, Houston Livestock Show and Rodeo
Trustee, Missouri State University Foundation
Supporter of Books Between Kids, Lady Lambs, and Bel Inizio
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Sandra Ago, CFP®, CEPA®

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- FL
- IL
- NM
- PA
- RI
- TN
- TX
- VA
It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when we talk to you about wealth management, we want to learn about those life questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone?” Together, we know we can find the answers.

Capabilities to impact your life and wealth
Sandra delivers comprehensive wealth management and focuses on individuals, business owners and families going through financial transition or in preparation of a financial transition. Financial transitions are usually life altering and together we will find solutions and guide you through.

Experience to guide you forward
Sandra has over 11 years of experience in the industry. Prior to UBS, she has worked at Hines Securities and Chase Investment Services.

My professional achievements and education
-Certified Financial Professional™ (CFP) -Certified Exit Planning Advisor (CEPA)
-Accredited Wealth Management Adviser (AWMA)
-University of Texas at San Antonio, BBA Business Management
-Series 7, 63, and 66 securities licenses
-Texas Health and Life Insurance license

Making a difference in my community
Volunteer, Armed Forces Appreciation Committee and Wine Garden, Houston Livestock Show and Rodeo
Volunteer, Hou Crew, Ronald McDonald House Houston

Outside the office
Sandra lives in Houston, TX with her husband and dog. She likes to travel and spend time with family and friends. She enjoys exploring new restaurants in and outside of the Houston area.
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor℠
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

A team approach

Multigenerational wealth planning

Strategies for each generation of your family

A lifetime financial strategy. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture over time. By focusing specifically on preserving multigenerational wealth, we can help you navigate the intersection of family, business, finance and legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Advice. Beyond investing.

For some of life's questions you're not alone. Together we can find an answer.

To make the right choices you need to ask the right questions. And because your life keeps changing, we keep on asking.

Advice that's all about you and what you need starts with a plan that we develop together. It’s part of a strategy for managing your wealth and pursuing your personal goals for every part of your life, at every stage of your life. It's what we call: Advice. Beyond investing.

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

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

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Global insight. Opportunities worldwide.

William Goldberg, CFP

M. Ann Page, CPWA, CIMA, CEPA, CRPC

Sandra Ago, CFP®, CEPA®