Your serious questions. Our serious answers.

The River Oaks Wealth Management Group is a boutique comprehensive financial planning and wealth management team within UBS Financial Services. We deliver personalized, small-firm service with the resources of a global wealth management leader. Our principals have more than 70 years of combined experience in portfolio and risk management, tax and financial planning and banking, enabling our clients to receive the full range of advice, resources and experience that today’s complex financial world demands.

We typically work with the families of business owners and sellers, executives, professionals and those who have acquired their wealth through inheritance and divorce.

We begin with an intense discussion of your goals and objectives including a candid conversation about family dynamics. Since we take an integrated view, we consider your assets, liabilities, income and expenses including any assets held away from UBS. We can then produce a multi-year financial model that leads to an appropriate portfolio and improved liability structures. We collaborate with your other financial professionals to refine your estate planning strategy and to create a more tax-efficient investment plan. We are also active in life, disability and long-term healthcare and insurance planning. Our clients appreciate our ability to provide multiple solutions through a comprehensive approach.

You will receive the insights you need to navigate difficult markets from our partnering with an elite group of highly trained specialists inside and outside of UBS, nationally and globally. You’ll benefit from our experience in asset management, liability strategies and financial planning as well as private investor research and trading—areas of expertise usually reserved for institutional and corporate clients. You’ll be part of a network of those like yourselves that are invited to exclusive networking and educational events. In sum, your financial lives will have the advantage of a comprehensive approach supported by global resources and locally delivered by knowledgeable professionals.