Family. Wealth. For generations

Sam Fischer

Senior Vice President–Wealth Management

Certified Exit Planning Advisor

I service a select group of individuals, families, and businesses. My mission is to provide my clients with the best risk-adjusted returns while serving as a resource to help them to meet their complex financial needs. It is my passion to help others to accomplish their financial goals so that they are able to focus on what matters most to them.

I invite a conversation.

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

Credentials

  • 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
Investing
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

Insights

The Year Ahead - Sustainable Investing

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Investment management

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

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What are business owners thinking and doing now?

Explore ideas and strategies for success in ‘The new paradigm’

‘The new paradigm’ is part of the Business Owner Insights series of e-magazines. This publication offers ideas and strategies for business owners in a rapidly changing world.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager