The right path toward retirement

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.

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Mark Stuckless

Senior Vice President–Investments

Chartered Financial Analyst®

Our group leverages the resources of world's largest wealth manager to provide financial advice to international families. 

We offer a customized service based on understanding our client's needs. It's not usually about having the right answers; it's about asking the right questions. 

Our clients are typically executives, highly paid professionals, or business owners who find themselves immersed in their careers and families.  They rely on us to manage or advise on the most important aspects of their financial lives.

UBS is unique in that we are the only large scale global financial institution focused on wealth management. This focus means that we are committed to improving our client's wealth management experience – we are not distracted by other business lines. 

Over the past several years we have witnessed a significant increase in global financial services regulation.  While these regulations have been implemented to protect the public and the integrity of financial markets, the increased requirements have made it difficult for firms without scale to compete. This has been particularly difficult on firms operating in multiple jurisdictions.  Many firms have disappeared or have reduced their service offering.  Our focus on wealth management and scale has resulted in continued growth of or business and expanded services.

We offer international clients a full suite of wealth management solutions including planning, philanthropy services, asset protection, investment solutions, banking and lending solutions and global research capabilities. 

We encourage clients to create a financial goal analysis which examines their current financial situation, defines financial goals, and projects expected outcomes.  We use this analysis as the baseline for decision making. 

The world is increasing complex. It is our responsibility to focus on helping you achieve your financial goals. 

Mark has been with UBS Wealth Management since 2008.  

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • NJ
  • TX
200 Concord Plaza Drive
Suite 400
San Antonio, TX 78216
  • (210) 804-4409

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Investment management

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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