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JASON VALENTZ

Vice President–Wealth Management

Portfolio Manager

Accessible, Knowledgeable, and Experienced.

As a Financial Advisor, I am committed to building and maintaining lasting client relationships. My approach is simple, transparent, and supported by experienced investment guidance. With industry leading research and access to some of the best risk based strategies UBS Financial Services, Inc. has to offer, I assist clients with the critical decision making around their financial goals.

MY PHILOSOPHY: To be a trusted financial strategist, offering thoughtful advice with an intellectually honest approach - continually evaluating and adapting.

WHAT DO I BELIEVE: There is no substitute for hard work and proper planning. Both are necessary to prepare for the future while serving to preserve and grow financial assets. It's vital to look beyond what's directly in front of you; choose your destination, pick your path, and enjoy the journey.

WHO DO I SERVE: People who have worked hard to achieve their personal and financial goals and those who understand the value of a dollar earned. It's taken years of hard work, diligence, and sacrifice to accumulate your net worth. It's my goal to grow those assets and make your money work for you.

WHAT MAKES ME PROUD: My lovely wife and incredible children. My personal and professional accomplishments and the experiences that have taught me so much along the way.

Having sat on both sides of the Financial Advisor Table, first as a client then an advisor, I have a first hand understanding what people are seeking when meeting with an advisor. My partners and I believe in taking a long-term approach and establishing deep and valued relationships with each of our clients. We are here to provide advice, guidance and to be your ambassador to all UBS has to offer. Our relationships go beyond business as we foster long term friendships that span generations.

If this resonates with you please reach out via the contact information listed on this website. 

Registered States:
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • NC
  • NM
  • OH
  • OK
  • OR
  • TX
  • VA
  • WA

Education

  • Finance, Texas A&M University

Credentials

  • Portfolio Manager
  • Private Wealth Advisor
  • Retirement Plan Consultant

Long-term care planning
Business succession
Investing
Custom portfolios
Retirement Plan consulting
Business Owners
Entrepreneurs
Professionals
15958 City Walk
Suite 240
Sugar Land, TX 77479
  • (281) 263-6204

Email Me

JASON VALENTZ is also part of:
CITYWALK WEALTH MANAGEMENT

CityWalk Wealth Management

Financial Confidence

  • Jason1

    Jason Valentz

    Vice President–Wealth Management

    Financial Advisor

    • image
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    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • NC
    • NM
    • OH
    • OK
    • OR
    • TX
    • VA
    • WA

    Accessible, Knowledgeable, and Experienced.

    As a Financial Advisor, I am committed to building and maintaining lasting client relationships. My approach is simple, transparent, and supported by experienced investment guidance. With industry leading research and access to some of the best risk based strategies UBS Financial Services, Inc. has to offer, I assist clients with the critical decision making around their financial goals.

    MY PHILOSOPHY: To be a trusted financial strategist, offering thoughtful advice with an intellectually honest approach - continually evaluating and adapting.

    WHAT DO I BELIEVE: There is no substitute for hard work and proper planning. Both are necessary to prepare for the future while serving to preserve and grow financial assets. It's vital to look beyond what's directly in front of you; choose your destination, pick your path, and enjoy the journey.

    WHO DO I SERVE: People who have worked hard to achieve their personal and financial goals and those who understand the value of a dollar earned. It's taken years of hard work, diligence, and sacrifice to accumulate your net worth. It's my goal to grow those assets and make your money work for you.

    WHAT MAKES ME PROUD: My lovely wife and incredible children. My personal and professional accomplishments and the experiences that have taught me so much along the way.

    My partners and I believe in taking a long-term approach and establishing deep and valued relationships with each of our clients. Our relationships go beyond business as we foster long term friendships that span generations.

     

      • Texas A&M University, Bachelors of Business Administration - Finance: 1990 - 1995
      • Accredited Wealth Management Advisor℠
      • Certified Portfolio Manager®
      • Certified 401(k) Professional
      Retirement planning
      Custom portfolios
      Asset allocation
      Alternative investments
      Securities-backed lending
      Professional athletes
      Professional entertainers
      15958 City Walk
      Suite 240
      Sugar Land, TX 77479
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      Joseph Zurfley

      Associate Director

      Assistant Market Head

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      • CA
      • CO
      • FL
      • GA
      • IL
      • NC
      • NM
      • OH
      • OK
      • OR
      • TX
      • VA
      • WA

        • Ohio State University, Bachelor of Science (B.S.) Financial Management: 2003 - 2008
        • The American College of Financial Services, Certified Financial Planner
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Wealth Strategist®
        • Master Planner Advances Studies℠
        • Private Wealth Advisor
        Retirement Plan consulting
        1780 Hughes Landing Blvd
        3 Hughes Landing, Suite 200
        The Woodlands, TX 77380
      • Dale

        Dale R Heysse

        Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • FL
        • GA
        • IL
        • KS
        • NC
        • NM
        • OH
        • OK
        • OR
        • TX
        • VA
        • WA

        Affluent individuals come to us for help with goal-setting, retirement planning, investment management. They want personal attention from their family's trusted advisor. They want an experienced CFP® practitioner. I believe they feel better after we help them create a formal retirement income plan, if not a complete wealth management plan.

        Our core process is Goals-Based Wealth Management. Its all centers on you, the client. First, "Understand Your Life” describes what is most important to you: family, home, work, health, leisure, giving. We help clients to frame these hopes as financial objectives. Your goals are documented in writing and modified as your life changes. Second, our "Disciplined Investment Process” is driven by your goals, investment personality and risk profile. We hold formal reviews with you of investment progress to goals and we make adjustments as appropriate. Third, we practice "Transparency of Results and Fees” meaning cost and performance reporting.

        Communication is essential to any relationship and we have multiple methods. We prefer face-to-face meetings, but we also like to use online web meetings.

        My financial advisory career began in 2004 after twenty years of success at Schlumberger and Halliburton, where I worked in field operations, technical sales, product development and strategic planning. Before this I served as a US Army active duty infantry officer.

        I feel these varied life experiences help me show empathy for my clients whose work and family fill their day. They seek a trusted advisor to help them organize the present and plan for the future.

            • Accredited Domestic Partnership Advisor℠
            • CERTIFIED FINANCIAL PLANNER™
            • Certified Portfolio Manager®
            • Chartered Retirement Planning Counselor℠
            15958 City Walk
            Suite 240
            Sugar Land, TX 77479

          With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

          Executive at City Window
          Painting project

          Defining your priorities. Pursuing what matters.

          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 may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

          Our Philosophy

          Our Process

          Life is unpredictable. Could we be better prepared?

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

          With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.