Financial planning tailored to your goals

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • Harold Le Sage Jr

    Harold "Red" Le Sage Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • FL
    • ID
    • LA
    • NC
    • NE
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • VA
    • WI

    Red started working in financial services in 1972, after graduating from the University of Houston with a Bachelor of Business Administration in Finance. His philosophy of helping and serving others has guided him throughout his 50 years in the industry. Stemming from this love of helping others, Red's active contributions to the community include hosting quarterly seminars to educate the public about money and saving. Additionally, he was a member of the finance board for Sts. Simon and Jude Church, as well as a member of the local YMCA board.

    Outside the office, Red is an avid pilot of over 58 years-a passion that began with his service as a U.S. Army helicopter pilot during the Vietnam War. He enjoys spending time with his wife, Shirley, visiting their grandchildren and flying his 1946 Piper Cub.

     

    UBS Financial Services, Inc.

    • Senior Vice President - Investments 
    • Preferred Portfolio Management Program, Portfolio Concepts  1988– Present
    • Senior Portfolio Manager  1988 – Present
    • UBS Wealth Advisor 2008 – Present
    • UBS Financial Services 1985 – Present

    Licenses

    • Series 01, 03, 04, 05, 12, 24
    • Series 63, 65
    • General Lines-Insurance, TX

      • University of Houston, Bachelor of Business Administration in Finance
      • Senior Portfolio Manager
      • Wealth Advisor
      1780 Hughes Landing Blvd
      3 Hughes Landing, Suite 200
      The Woodlands, TX 77380
    • Jeanette Mattiza

      Jeanette Mattiza

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • ID
      • LA
      • NC
      • NE
      • NM
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TX
      • VA
      • WI

      Mrs. Mattiza has worked in the financial services industry for over 42 years, serving in various capacities. She started working with Harold J. Le Sage, Jr. in 2006, officially creating the Le Sage/Mattiza team. Together they share the same philosophy of helping and serving others. Jeanette focuses on the core financial planning for the team; to quote Antoine de Saint-Exupery, "A goal without a plan is just a wish." Her past community involvement includes receiving her certification as a Master Gardener and being a Cub Scout leader for her two sons. Outside of the office, Jeanette's passions are gardening, traveling, and spending time with family and friends at her mother's farm in Lincoln, Texas.

      Certifications

      • Certified Financial Planner™ – 2007
      • Chartered Retirement Planning Counselor, CRPC® -- 2010

      UBS Financial Services, Inc.

      • Senior Vice President - Investments  2013 – Present
      • Preferred Portfolio Management Program, Portfolio Concepts  2011– Present
      • Senior Portfolio Manager  2012 – Present
      • UBS Wealth Advisor 2008 – Present
      • UBS Financial Services 1988 – Present

      Personal & Community

      • Financial Planning Association-Houston Chapter

      Licenses

      • Series 7
      • Series 63, 66
      • General Lines-Insurance, TX

          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Retirement Planning Counselor℠
          1780 Hughes Landing Blvd
          3 Hughes Landing, Suite 200
          The Woodlands, TX 77380
        • Madison Colleen Tough

          Madison Colleen Tough, CFP

          Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AR
          • AZ
          • CA
          • CO
          • FL
          • GA
          • ID
          • LA
          • MD
          • NC
          • NE
          • NH
          • NM
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TX
          • VA
          • WI

          Ms. Tough started working with the Le Sage/Mattiza team in 2015, coming on as a Financial Advisor. During her summers in between school at Texas A&M University, she was an intern for the team, which led to her joining the team after graduation. Throughout college, Madison was active within her sorority, Kappa Delta, volunteering at different philanthropy events, before running their annual event her last year. She also competed with Texas A&M Model United Nations team. After graduating from Texas A&M University in 2014 with a Bachelor's of Business Administration in Finance, Madison was able to move back to The Woodlands where she grew up. Ms. Tough is a native Texan and enjoys spending her free time with her 3 younger sisters and parents, continuing her passion for volunteering within the community, and traveling.

          Certifications

          • Certified Financial Planner™ - 2017

          UBS Financial Services, Inc.

          • Vice President, Wealth Management USA 2022 - Present 
          • Portfolio Manager, Portfolio Management Program 2018 - Present 
          • UBS Financial Services 2015 - Present 

          Personal & Community

          • Rotary Club of The Woodlands

          Licenses

          • Series 7
          • Series 66
          • General Lines-Insurance, TX

           

            • Texas A&M University, Bachelor's of Business Administration in Finance
            • CERTIFIED FINANCIAL PLANNER™
            1780 Hughes Landing Blvd
            3 Hughes Landing, Suite 200
            The Woodlands, TX 77380
          •  Virginia "Ginny" Braden

            Paul Garcia

            Senior Client Associate

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            • AK
            • AR
            • AZ
            • CA
            • CO
            • FL
            • ID
            • LA
            • NC
            • NE
            • NM
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • TX
            • VA
            • WI

                  1780 Hughes Landing Blvd
                  3 Hughes Landing, Suite 200
                  The Woodlands, TX 77380

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                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.

                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

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