10 person
seasoned team
At The Kravitz Group, we understand the complex financial needs of successful families and individuals. We are an experienced, multigenerational advisory team that looks deeply at all aspects of your life to develop a tailored financial planning strategy. In crafting your customized plan, we deliver relevant and timely advice and collaborate with your trusted advisors to provide tax-efficient investment solutions.
Our team offers a boutique level of service that is backed by the strength and stability of a global leader. UBS is one of the largest wealth managers in the world, advising clients for more than 150 years. This allows our group to access a vast network of global analysts, specialists, and professionals. Additionally, UBS has a depth of experience in investments, banking, and asset management. This allows our team to provide the perspective, strategies, and insights to make prudent financial decisions.
10 person
seasoned team
1.1 billion
Assets under management
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Ira started his career in the financial services industry in1982, and joined UBS in 2008. He leads an experienced, multigenerational wealth planning team, The Kravitz Group. Through a comprehensive planning process, Ira and his team help successful families identify life's goals and provide the resources and solutions to achieve them.
Ira earned a B.B.A. degree from Emory University, and has since completed programs at the University of Chicago’s Graduate School of Business, the Wharton School of Business, and Columbia University. He is a former board member and longtime supporter of Vogel Alcove, a non-profit organization benefiting homeless children.
Over the past 25 years, Harry has focused on identifying clients' long term financial and estate planning objectives and delivering personalized wealth plans. He also works to develop an integrated investment and financial planning approach with The Kravitz Group clients' other trusted advisors. Since attaining his B.S. degree from City College of New York, Harry has completed programs at the American College at Bryn Mawr University and University of Chicago's Graduate School of Business. An active member of his community, Harry has served the community in many capacities. Currently he serves at the Mayor of Plano, and is a member of the Plano Metro Rotary Club.
Jayme works with clients to understand their overall current situation, future goals, and family dynamics. This allows her to develop and deliver comprehensive planning advice. She then constructs portfolios designed to align the clients investments with their goals and risk tolerance. Jayme graduated from Vanderbilt University with a Bachelor of Engineering in Mechanical Engineering. She enjoys playing tennis and hiking, and she volunteers with various organizations including Vogel Alcove and Young Women's Preparatory Network.
Michael's primary focus is to maintain a strong relationship with our clients. He helps them implement the financial and investment plans so they remain on track to reach their objectives. Michael earned a bachelor's degree in Finance from Texas Christian University, where he spent the majority of his collegiate golf career. He is an active volunteer in the First Tee of Dallas, a development program that teaches life skills and leadership through golf to underprivileged youth. In addition, he is an avid golfer that enjoys the outdoors.
Susan has worked in the investment industry for over three decades and exclusively with the Kravitz Group for the past 35 years. In addition to managing much of the day-to-day business operations, she is responsible for establishing and maintaining the exceptional level of client service for which the Kravitz Group is known. Susan earned a Bachelor of Science degree from Texas A&M University.
Nick joined The Kravitz Group in 2019 and has been with UBS since 2014. He started in the financial industry in 2008 and brings a variety of experience having served in numerous roles throughout the past 12 years. Nick takes pride in delivering outstanding service to clients. He supports the team in the areas of financial planning and portfolio analysis. Nick earned a Bachelor of Science degree from University of Utah in the field of Family & Consumer Studies with an emphasis in Financial Planning.
Ira started his career in the financial services industry in1982, and joined UBS in 2008. He leads an experienced, multigenerational wealth planning team, The Kravitz Group. Through a comprehensive planning process, Ira and his team help successful families identify life's goals and provide the resources and solutions to achieve them.
Ira earned a B.B.A. degree from Emory University, and has since completed programs at the University of Chicago’s Graduate School of Business, the Wharton School of Business, and Columbia University. He is a former board member and longtime supporter of Vogel Alcove, a non-profit organization benefiting homeless children.
Over the past 25 years, Harry has focused on identifying clients' long term financial and estate planning objectives and delivering personalized wealth plans. He also works to develop an integrated investment and financial planning approach with The Kravitz Group clients' other trusted advisors. Since attaining his B.S. degree from City College of New York, Harry has completed programs at the American College at Bryn Mawr University and University of Chicago's Graduate School of Business. An active member of his community, Harry has served the community in many capacities. Currently he serves at the Mayor of Plano, and is a member of the Plano Metro Rotary Club.
Jayme works with clients to understand their overall current situation, future goals, and family dynamics. This allows her to develop and deliver comprehensive planning advice. She then constructs portfolios designed to align the clients investments with their goals and risk tolerance. Jayme graduated from Vanderbilt University with a Bachelor of Engineering in Mechanical Engineering. She enjoys playing tennis and hiking, and she volunteers with various organizations including Vogel Alcove and Young Women's Preparatory Network.
Michael's primary focus is to maintain a strong relationship with our clients. He helps them implement the financial and investment plans so they remain on track to reach their objectives. Michael earned a bachelor's degree in Finance from Texas Christian University, where he spent the majority of his collegiate golf career. He is an active volunteer in the First Tee of Dallas, a development program that teaches life skills and leadership through golf to underprivileged youth. In addition, he is an avid golfer that enjoys the outdoors.
Susan has worked in the investment industry for over three decades and exclusively with the Kravitz Group for the past 35 years. In addition to managing much of the day-to-day business operations, she is responsible for establishing and maintaining the exceptional level of client service for which the Kravitz Group is known. Susan earned a Bachelor of Science degree from Texas A&M University.
Nick joined The Kravitz Group in 2019 and has been with UBS since 2014. He started in the financial industry in 2008 and brings a variety of experience having served in numerous roles throughout the past 12 years. Nick takes pride in delivering outstanding service to clients. He supports the team in the areas of financial planning and portfolio analysis. Nick earned a Bachelor of Science degree from University of Utah in the field of Family & Consumer Studies with an emphasis in Financial Planning.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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.
Collaborative and caring
Developing long-term relationships matters to us. The better we understand you, the better we can help you reach your goals. That is why our team encourages regularly scheduled meetings throughout the year—at your convenience—to fully understand any changes in your life and to address any new challenges or opportunities.
Our team members focus on different aspects of financial planning and wealth management.
A personal approach
Some people feel anxious about the initial planning conversation. Our process puts you at ease and helps you prioritize your goals. We will begin by asking about your family, financial situation, goals, and concerns. If you decide to move forward, we will then develop a customized financial plan that will address your needs and complex challenges.
Advice for your family’s needs
Working with entrepreneurs, corporate executives, and multigenerational families, we are dedicated to understanding your unique situation. Our focus is on the individual, not products. We determine the right solutions for your needs.
Continuity matters with financial relationships
We value continuity. Through our tenured team, we are committed to building long-term relationships. We bring together the comprehensive services of a multigenerational team with the global resources of one of the world’s largest wealth management firms.
A multigenerational team for each generation of your family
Because we understand the connections between wealth and family, our team develops relationships with each generation. We offer the advice and education to address all your family’s needs. This encompasses wealth preservation, asset growth, and legacy planning strategies. It is our goal to be a part of your family’s lives for years to come.
UBS is a global powerhouse
With a heritage spanning more than 150 years, UBS is one of the world’s leading wealth management firms. Beyond the deep resources of our investment, banking and asset management businesses, we deliver the global perspective, diverse strategies and relevant guidance to help you move forward with confidence.
In this guide you can explore an array of planning ideas, such as:
Our approach starts with questions and discussions that 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.
An overview of philanthropic strategies and their impact to help you evaluate different options.
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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.
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