Let's move forward. Together.

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.

Four people meeting in glass office

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.

  • Stephen Chensky

    Stephen Chensky

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • MO
    • MT
    • OK
    • SC
    • TN
    • TX
    • VA
    • WI

    Steve has enjoyed building lasting personal relationships with each of his clients since 1988. His focus is to provide customized financial, estate and life planning throughout the progression of each relationship. Steve strives to understand market volatility and manage portfolios to be prepared for the risks that accompany that volatility. Outside of the office, Steve enjoys traveling, fly-fishing and spending time with his wife Donna, and their three daughters.

        • Senior Portfolio Manager
        301 Commerce Street
        Suite 2800
        Fort Worth, TX 76102
      • Debbie Graves

        Debbie Graves

        Senior Client Associate

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        • CA
        • FL
        • GA
        • ID
        • IL
        • MI
        • NM
        • TN
        • TX
        • WA

        Debbie has been in the financial industry for over 25 years. She loves building longstanding relationships with the clients she serves. Debbie has three grown children and three young grandchildren.

              301 Commerce Street
              Suite 2800
              Fort Worth, TX 76102

            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