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

    • image
    • image
    • CA
    • CO
    • FL
    • IL
    • IN
    • MA
    • NY
    • SD
    • TN
    • TX
    • VA
    • WA
    • WY

        • 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

        • image
        • image
        • CA
        • CO
        • FL
        • IL
        • IN
        • MA
        • NY
        • SD
        • TN
        • TX
        • VA
        • WA
        • WY

            • 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

            • image
            • image
            • CA
            • CO
            • FL
            • IL
            • IN
            • MA
            • NY
            • SD
            • TN
            • TX
            • VA
            • WA
            • WY

                • 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

                • image
                • image
                • CA
                • CO
                • FL
                • IL
                • IN
                • MA
                • NY
                • SD
                • TN
                • TX
                • VA
                • WA
                • WY

                    • 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

                  House View Monthly

                  Family on back porch

                  Wealth transfer across generations

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                  A leading global wealth manager

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                  Maximize your potential wealth

                  Building multicultural wealth, together

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                  The good news is, you’re succeeding

                  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.

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                  Retirement planning

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                  The good news is, you’re succeeding

                  Three generations in apple orchard

                  Turn possibilities into a plan

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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

                  $6 trn

                  UBS Group invested assets
                  As of 12/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

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