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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.

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  • William Goldberg

    William Goldberg, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • MD
    • NC
    • NM
    • NY
    • PA
    • 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

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

      Executive Director

      Assistant Market Head

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      • AR
      • AZ
      • CA
      • DC
      • FL
      • GA
      • MO
      • NM
      • PA
      • 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

            Sandra Ago, CFP®, CEPA®

            Financial Advisor

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            • AR
            • AZ
            • CA
            • DC
            • FL
            • GA
            • NM
            • PA
            • 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
              • Mary Pyle

                Mary Pyle

                Senior Client Associate

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                • NM
                • TX
                • VA

                Mary manages all of the service and operational needs of our clients at a world-class level.

                 

                Experience to guide you forward

                Mary has 41 years of experience in the industry, she was in operations for 7 years and for the last 26 years she has been with UBS. During her time here, Mary spent a couple of years in UBS Private Wealth Management. She is Series 7 and Series 63 licensed.

                 

                Outside of work

                Mary enjoys spending time with her children and her grandbaby. She also loves to garden, swim, travel, and to take long walks with her dog.

                      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

                    A team approach

                    Multigenerational wealth planning

                    Multigenerational wealth planning

                    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

                    #1

                    For Ultra-High Net Worth clients

                    Euromoney Private Banking and Wealth Management Survey, 2016-2022

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    Financial strength

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

                    UBS AG, long-term senior secured debt rating. As of 11/23/2021