Your serious questions. Our serious answers.

Road through mountains

You’ve attained what you have by making good decisions. When you decide to work with our team, you have our commitment to providing the answers you need to help address your serious questions—about your financial life today and for the future.

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.

  • Darrell S. Rosenthal

    Darrell S. Rosenthal, CIMA, CDFA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
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          4400 Post Oak Parkway
          17th Floor
          Houston, TX 77027
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          Heather Ringuet

          Client Onboarding Specialist

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          • TX

                Home Worker TX
                Home Worker TX, TX 000

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.


              Who are we?

              Couple FA

              Who are our clients?


              What do we do for our clients?


              What are the benefits of our relationship?

              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

              Backed by the strength of UBS

              A global leader in wealth management

              $3.9 trillion

              In invested assets globally 
              As of 12/31/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager