Guided by experience, not conformity

Private Wealth Management

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.

Start the conversation

Craig Rathjen

Managing Director–Investments

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- 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, 2024
  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.
- PLANADVISER Top Retirement Plan Advisers, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027

craig.rathjen@ubs.com,jake.boyer@ubs.com

Craig Rathjen

4400 Post Oak Parkway,Houston,TX,77027
Beau Rathjen

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- 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

beau.rathjen@ubs.com

Beau Rathjen

4400 Post Oak Parkway,Houston,TX,77027
Jake Boyer

Wealth Strategy Associate
View bio Industry recognition
- 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

jake.boyer@ubs.com

Jake Boyer

4400 Post Oak Parkway,Houston,TX,77027

Craig Rathjen

Managing Director–Investments

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- 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, 2024
  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.
- PLANADVISER Top Retirement Plan Advisers, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027

craig.rathjen@ubs.com,jake.boyer@ubs.com

Craig Rathjen

4400 Post Oak Parkway,Houston,TX,77027
Beau Rathjen

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- 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

beau.rathjen@ubs.com

Beau Rathjen

4400 Post Oak Parkway,Houston,TX,77027
Jake Boyer

Wealth Strategy Associate
View bio Industry recognition
- 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

jake.boyer@ubs.com

Jake Boyer

4400 Post Oak Parkway,Houston,TX,77027

Exceptional families

Accessing all of UBS Private Wealth Management to help oversee multigenerational wealth

We are experienced in addressing each financial priority—looking beyond your investment portfolio and to the needs across generations. To us, there is nothing more important helping you enjoy today, confidently knowing that you’ve planned well for your family and their future.

Within the exclusive UBS Private Wealth Management division, our team accesses the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership on your behalf.

Family and Philanthropy Advisory services. Group focused on comprehensive estate planning strategies for transitioning assets to future generations, including a complete balance sheet review and estate assessment from wealth transfer to trust management.

Family Office Services Group (FOSG). As a Private Wealth Management team, we offer the resources of the Family Office Solutions Group, which provides institutionalized coverage and the best of UBS insight and industry knowledge for our exceptional clients.

Portfolio Advisory Group. Providing advanced quantitative analysis and proprietary research for a dynamic asset allocation approach tailored to your investment goals.

Global research and thought leadership. An extensive global network of analysts, resources and thought leaders to inform our credit, equity, economic and strategy research on companies, sectors, markets and macroeconomic trends.

Banking and lending solutions.

Strategic philanthropy. A dedicated team of philanthropy advisors to help us address your current charitable goals, engage the next generation and design a strategy for creating real impact in the world.

Retirement plan sponsors

Insight for an evolving retirement landscape

With longer life expectancies, greater employee responsibility for retirement savings, and the increased governance demands placed on fiduciaries, you need the collaboration and advice from professionals who truly understand an evolving retirement industry and the challenges you face

Fiduciary risk management. Our team works closely with your board of directors and committee charter to help ensure your fiduciary accountability. We then establish best practices for your plan. We diligently adhere to the guidelines of your Investment Policy Statement. At all times, we maintain compliance with ERISA and with the Universal Fiduciary Standards of Care.

Institutional consulting. We offer a comprehensive process to analyze, monitor, track and replace investments. It includes prudent manager selection, asset allocation methodology and independent research, all aligned with your Investment Policy Statement and its stated goals.

Plan compliance and customized design. We review your plan features to ensure they’re appropriate for your goals, review administrative needs and evaluate potential plan enhancements. Our institutional consulting services also address recent DOL compliance and IRS audit representation, as well as plan document maintenance.

Employee education. Better communication between employees and plan sponsors creates greater overall plan participation and confidence in the program. We’re committed to integrating robust employee education programs into each plan design to help participants achieve their retirement readiness goals.

Foundations and endowments

Understanding the priorities of today’s nonprofits

Similar to managing wealth for successful families, earning your trust and that of your governing body and investment committee will help us build consensus that ultimately can help us achieve your goals.

Our comprehensive advice focuses on:

- Governance and best practices

- Administration and banking services

- Investment strategy design

- Asset allocation and strategic rebalancing/tactical positioning

- Investment and spending policy development and review

- Manager/fund due diligence, research and selection

- Ongoing consulting, monitoring and reporting

Craig Rathjen is a Private Wealth Advisor and Family Office Consultant (FOC)

FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities.

Suite of UBS capabilities

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Guided by experience, not conformity

Craig Rathjen

Beau Rathjen

Jake Boyer