Family. Wealth. For Generations.

Sam Fischer

Senior Vice President–Wealth Management

Certified Exit Planning Advisor

Sam has twenty-seven years of wealth management experience and helps business owners, executives, and their families through life changing liquidity events while also helping them to maximize the positive impact that they can have on their lives and their communities. He serves as an essential resource by delivering the expertise, advice, and customized solutions that provide his clients with the highest probability of personal wealth management success. 

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Registered States:
  • AK
  • AZ
  • CA
  • IA
  • MN
  • MT
  • NM
  • NV
  • OR
  • PA
  • TX
  • UT
  • VA
  • WA


  • Certified Exit Planning Advisor
  • Chartered Retirement Planning Counselor
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Your goals are the starting point
Business Owners
Executive compensation
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 542-7550

Email Me

Mountain climbers reaching the summit

Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.

Mountains road


Why does A.I. in space matter?


Investment management

Advice for business owners

Advice for business owners

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Workplace Wealth Solutions

Creating a truly rewarding workplace

Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager