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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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    • AZ
    • 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

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

      Executive Director

      Associate Market Executive

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      • AZ
      • DC
      • FL
      • 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

            Sandra Ago, CFP®, CEPA®

            Financial Advisor

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            • AZ
            • 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 13 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)

            -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 Events, Houston Livestock Show and Rodeo

            Volunteer, Hou Crew, Ronald McDonald House Houston

             

            Outside the office

            Sandra lives in Houston, TX with her husband, son 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
              • CM Headshot

                Crystal Maxwell, CFP, CIMA

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AL
                • CA
                • FL
                • GA
                • ID
                • IL
                • MA
                • MN
                • NM
                • OR
                • RI
                • TX
                • VA
                • WA

                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations focus on liquidity management, cash flow needs, asset replacement solutions such as insurance, estate planning strategies or tax and legal structures such as trusts and philanthropic vehicles.

                Capabilities to impact your life and wealth

                You can think of Crystal as your financial navigator. Since 2003, she has been utilizing a structured two-part process that allows her clients to always have their bearings. 

                The first step is to create a map that shows your current position and desired future destinations. In this step we map out what is important to you, what you want to achieve, and what role your wealth plays in your goals. The second step of her process is creating and implementing an investment strategy to steer you towards those destinations. 

                My professional achievements and education
                - Rice University, MBA in Finance & Accounting

                - Certified Financial Professional™ (CFP)

                - Certified Investment Management Analyst (CIMA)
                - Series 7, 63, and 66 securities licenses
                - Texas Health and Life Insurance license

                Making a difference in my community
                Houston Livestock Show & Rodeo Volunteer: Trailblazer (Captain), Western Art, & Horticulture Committees. She also supports the Lamb & Goat, Poultry, Art, Swine and Steer auctions and is a Silver Spur member.
                Rice Alumni Association

                St Anne Foundation former President (2 years) and Treasurer (4 years)

                Junior League Houston Sustaining member

                Outside the office
                Crystal was raised in Saudi Arabia as an "oil brat." While growing up as an ExPat she learned to sail and scuba dive, and she fell in love with traveling. She’s been to over 60 countries on 6 continents. She met her husband dancing and they have competed in the country western dance circuit. Her darling daughter attends St Agnes Academy.

                 

                      4400 Post Oak Parkway
                      17th Floor
                      Houston, TX 77027
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                      Lois Wilson

                      Senior Client Associate

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                      • AR
                      • AZ
                      • CA
                      • FL
                      • GA
                      • IA
                      • LA
                      • NC
                      • NM
                      • OR
                      • PA
                      • TX
                      • VA

                            750 Town and Country Blvd
                            Suite 400
                            Houston, TX 77024

                          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.

                          Managing wealth is our craft

                          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.

                          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, 2016-2020

                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          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

                          Insights