Experience

Makes all the difference

To best serve our clients, we have created a multi-generational team from the Boomers through GenX to Millennials to better understand and communicate with our client’s family members and their issues.  Our combined financial services experience exceeds 120 years and each of the financial advisors are credentialed by independent bodies.  Our experience means that we have answered many financial questions similar to your own; our credentials speak to our specialized knowledge and compliance with the ongoing requirements of the granting bodies.

Our focus is on clients going through a financial transition whether it is a retirement from a corporate C-Suite, an owner selling a business, an inheritor or a spouse going through a marital dissolution, we can help answer these questions:

Will my portfolio be sufficient for my financial needs? 

How can I protect my portfolio against extreme risk, whether that comes from market fluctuations, creditors or litigation?

How can I be most tax efficient?

 

Let us help you answer these questions.

 

Sandra Ago, CFP®, CEPA®

Financial Advisor

Registered States:
  • AZ
  • DC
  • FL
  • IL
  • NM
  • NY
  • PA
  • RI
  • TN
  • TX
  • VA

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER®
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

sandra.ago@ubs.com
Sandra Ago, CFP®, CEPA®
4400 Post Oak Parkway,Houston,TX,77027

William Goldberg, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • DC
  • FL
  • IL
  • NC
  • NM
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

william.goldberg@ubs.com
William Goldberg, CFP
4400 Post Oak Parkway,Houston,TX,77027

M. Ann Page, CPWA, CIMA, CEPA, CRPC

Executive Director

Associate Market Executive

Ann began her career 40 years ago in 1980 in New York City with PaineWebber which has since become UBS. Ann had the opportunity to build our firm's custodianship and trust company and was a spokesperson on behalf of our research department before finally landing in Texas as a branch manager, assistant complex director, divisional business manager, and now the Assistant Market Head for the South Texas Market.

Capabilities to impact your life and wealth
Ann has helped clients manage their wealth throughout a wide variety of market conditions and has learned how our behavior as investors is one of the greatest determinates of financial success. Our journey begins with a deep understanding of your goals to support your current lifestyle, build towards your future lifestyle, and to create a legacy for the people and causes that are important to you.

My professional achievements and education
- Certified Private Wealth Advisor (CPWA)
- Certified Investment Management Analyst (CIMA)
- Certified Exit Planning Advisor (CEPA)
- Chartered Retirement Planning Counselor (CRPC)
- Series 3, 7, 8, 63 & 65 licensed
- Licensed for life, accident and health, long term care and annuities
- Bachelor of Fine Arts, Missouri State University

Making a difference in my community
Board Member, Houston Livestock Show and Rodeo
Trustee, Missouri State University Foundation
Supporter of Books Between Kids, Lady Lambs, and Bel Inizio

Registered States:
  • AZ
  • DC
  • FL
  • MO
  • NM
  • NY
  • RI
  • TN
  • TX
  • VA
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

ann.page@ubs.com
M. Ann Page, CPWA, CIMA, CEPA, CRPC
4400 Post Oak Parkway,Houston,TX,77027