Guided by experience, not conformity

Private Wealth Management

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For over 30 years, the Rathjen Consulting Group has been providing sophisticated investors, their families, businesses and nonprofits with integrated Private Wealth Management services. As a team of independent thinkers guided by our own experience, not others’, we believe we bring thoughtful, well-informed perspective to our clients’ individual and institutional planning and investment goals.

Whether you are navigating your family’s financial challenges or helping your employees or your endowment pursue theirs, we offer advice that evolves with you and today’s changing wealth management landscape. You can trust that our team is singularly focused on one goal: lasting financial well-being.

Your organization has many responsibilities—to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.

We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to us about how we can help support you in your fiduciary role.

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  • Craig Rathjen

    Craig Rathjen

    Managing Director–Investments

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IN
    • KS
    • LA
    • MA
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NJ
    • NM
    • NY
    • OH
    • OK
    • PA
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Craig has dedicated his 30 years in the financial services industry to consulting on Private Foundation / Endowments, Non-Profits and Corporate Retirement Plans.  After earning his BBA from Louisiana State University in 1987, Craig began his career at Merrill Lynch as a Senior Investment Consultant.  He joined UBS (formerly PaineWebber) in 1997 where he has maintained many of his original relationships.  Craig assists clients in articulating Committee goals through an investment policy statement; developing a long-term asset allocation plan; selecting investments with appropriate risk profiles and monitoring the plan's progress towards meeting stated goals. 

    • Barron's Top 1,000 Financial Advisors, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2019The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        4400 Post Oak Parkway
        20th Floor
        Houston, TX 77027
      • Beau Harrison Rathjen

        Beau Rathjen

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • FL
        • GA
        • IN
        • KS
        • LA
        • MA
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NJ
        • NM
        • NY
        • OH
        • OK
        • PA
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV
        • WY

        Beau joined UBS and the Rathjen Consulting Group in 2017 after earning his BA in Psychology from Rice University. He assists in all aspects of the consulting process with a focus on investment manager due diligence, capital market research and special projects.

        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            4400 Post Oak Parkway
            20th Floor
            Houston, TX 77027
          • Jake Boyer

            Jake Boyer

            Wealth Strategy Associate

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            • CA
            • NM
            • NY
            • TX

            Jake joined UBS and the Rathjen Consulting Group in 2018 after earning his BS in Geology from
            Texas A & M Univeristy.  He assists in all aspects of the administrative and consulting process for the team.

            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                4400 Post Oak Parkway
                20th Floor
                Houston, TX 77027
              Exceptional families

              Exceptional families

              Retirement plan sponsors

              Retirement plan sponsors

              Foundations and endowments

              Foundations and endowments

              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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