Global Access. Boutique Solutions.

Private Wealth Management

Three generations in the front yard

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.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • HM 24 2

    Hector Meneses

    Senior Vice President–Wealth Management

    Financial Advisor

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          • Senior Portfolio Manager
          • Private Wealth Advisor
          Financial planning
          Legacy planning
          Estate planning strategies
          Business succession
          Investing
          Multi-generational families
          Business owners
          Entrepreneurs
          200 Concord Plaza Drive
          Suite 400
          San Antonio, TX 78216
          hector.meneses@ubs.com
          Hector Meneses
          200 Concord Plaza Drive,San Antonio,TX,78216
        • HT 24

          Hector Torres

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • FL
          • IL
          • IN
          • MA
          • NC
          • NY
          • SD
          • TX
          • VA
          • WA

              • Senior Portfolio Manager
              • Private Wealth Advisor
              Custom portfolios
              Asset allocation
              Investing
              Alternative investments
              Structured products
              Multi-generational families
              Business owners
              Entrepreneurs
              200 Concord Plaza Drive
              Suite 400
              San Antonio, TX 78216
              hector.torres@ubs.com
              Hector Torres
              200 Concord Plaza Drive,San Antonio,TX,78216
            • DB 24

              Daniel Salazar

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AZ
              • CA
              • CO
              • FL
              • IL
              • IN
              • MA
              • NV
              • NY
              • SD
              • TX
              • VA
              • WA

                  • Portfolio Manager
                  • Private Wealth Advisor
                  Philanthropy
                  Business succession
                  Investing
                  Custom portfolios
                  Alternative investments
                  Business owners
                  Entrepreneurs
                  Family Offices
                  200 Concord Plaza Drive
                  Suite 400
                  San Antonio, TX 78216
                  daniel.salazar@ubs.com
                  Daniel Salazar
                  200 Concord Plaza Drive,San Antonio,TX,78216
                • ERIC 24 SIZED

                  Eric Ayarzagoitia

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • AZ
                  • CA
                  • CO
                  • FL
                  • IL
                  • IN
                  • MA
                  • NV
                  • NY
                  • SD
                  • TX
                  • VA
                  • WA

                      • Portfolio Manager
                      • Private Wealth Advisor
                      Securities-backed lending
                      Investing
                      Structured products
                      Multi-generational families
                      Business owners
                      Entrepreneurs
                      Custom portfolios
                      Alternative investments
                      200 Concord Plaza Drive
                      Suite 400
                      San Antonio, TX 78216
                      eric.ayarzagoitia@ubs.com
                      Eric Ayarzagoitia
                      200 Concord Plaza Drive,San Antonio,TX,78216

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                    Who we work with

                    Tree

                    UBS and Credit Suisse—stronger than ever

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                    Exceptional financial strength and stability

                    Multi-generational families

                    Portfolio management

                    Connecting you to the deep resources of UBS

                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                    Accessing resources. Delivering solutions.

                    Accessing resources. Delivering solutions.

                    investments

                    Investment Management

                    Our Process

                    Our Process

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                    UBS Wealth Way

                    Wealth from your point of view

                    An approach that works for your entire financial life
                    Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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