Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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.

  • Luis Gonzalez Profile Photo

    Luis Gonzalez

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • FL
    • LA
    • MA
    • NC
    • NY
    • OH
    • SD
    • TX
    • WA

    Born in Caracas, Venezuela.

    Started his career in the financial industry at UBS in 2002 after finishing his MBA at Rice University. Luis has been a member of UBS Financial Services Recognition Council for the years 2005, 2006, 2007, 2008, 2010 and 2012, and holds the 7 & 66 securities licenses.

          4400 Post Oak Parkway
          17th Floor
          Houston, TX 77027
        • Jon Andoni Urruzuno Mugarra Profile Photo
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            Born in Caracas, Venezuela.

            Graduate of Economics in the UCAB at Caracas and has an MBA from Arthur D. Little School of Management. Jon has been in the private banking business for 10 years joining UBS in 2013, and holds the 7 & 66 securities licenses. Jon has been a member of UBS Financial Services Recognition Council for the years 2016 and 2017.

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                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.

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