Lasting relationships. For all that matters

James Hull & Ford team photo

With years of experience serving clients in the petrochemical industry, legal, public service and medical fields, the James, Hull & Ford Wealth Management provides generations of families with professional and timely wealth management. Our disciplined planning approach is built on a commitment to developing cohesive, multigenerational relationships, working closely with parents, grandparents and children to achieve long-term goals and ease the challenges of every major life milestone.

We help simplify your financial life by offering comprehensive advisory services, specialized wealth planning—including estate and wealth transfer planning—and discretionary portfolio management. This holistic approach enables our team to build strong, personal relationships by looking beyond your assets and integrating all aspects of your entire financial life.

The trust, service and integrity we bring to each client has helped us earn long-term relationships that span generations. When it comes to managing wealth, we take the time to understand your goals and offer an informed perspective of what’s possible.

- James, Hull & Ford Wealth Management
Portfolio management

Portfolio management

Protective and holistic financial planning

Protective and holistic financial planning

A multigenerational approach

A multigenerational approach

2022 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager