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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

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.

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    James LaMotta, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • CO
    • FL
    • GA
    • IN
    • LA
    • MA
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • WA
    • WI

    Jim began in the financial service industry in 1987 and has developed extensive knowledge of the financial markets. Prior to becoming a Financial Advisor, Jim worked in the banking industry for 12 years as a Senior Commercial Lender and Credit Analyst. Jim graduated from the University of Texas at Austin with a BBA and has achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Jim's expertise is in designing and implementing custom portfolios based on comprehensive financial analysis of client's goals.

    CA License #0M91425

     

      • University of Texas at Austin, BBA
      • CERTIFIED FINANCIAL PLANNER™
      4400 Post Oak Parkway
      17th Floor
      Houston, TX 77027
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      Jennifer VanderSchoor

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AR
      • CA
      • CO
      • FL
      • GA
      • HI
      • IN
      • LA
      • MA
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA

      Jennifer has been in the financial services industry since 1998 when she began her career with the LaMotta Wealth Management Group. She focuses on providing tailored financial planning solutions for client's retirement, education, and estate planning needs. Jennifer achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the College of Financial Planning and graduated from the University of Houston with a Bachelors of Business Administration in Finance.

      CA License #0E75280

      • Forbes America’s Top Women Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
      • Forbes Best-in-State Women Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • College of Financial Planning
      • University of Houston, Bachelors of Business Administration in Finance
      • CERTIFIED FINANCIAL PLANNER™
      4400 Post Oak Parkway
      17th Floor
      Houston, TX 77027
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      Deidre Anderson

      Senior Client Associate

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      • AZ
      • CA
      • FL
      • ID
      • NV
      • TX
      Deidre joined the LaMotta Wealth Management Group in 2001. Her experience in the financial service industry began in 1991 on the institutional bond desk. Deidre is fully licensed and assists clients with all of their day to day operational needs.

            4400 Post Oak Parkway
            17th Floor
            Houston, TX 77027

          The Year Ahead - Sustainable Investing

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          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.

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