How can you pursue what matters most?

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  •  Kyle Sexton

    Kyle Sexton

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • CO
    • DC
    • FL
    • GA
    • HI
    • IA
    • KS
    • LA
    • MD
    • MS
    • MT
    • NC
    • NE
    • NM
    • NY
    • OH
    • OK
    • OR
    • TN
    • TX
    • UT
    • VA
    • WA

    Kyle joined Sexton Wealth Management in June of 2019. A graduate of University of South Carolina's Capstone Honors Program in Finance, Kyle has worked for UBS for four years dividing his time between our home office's Institutional Bond Desk in Weehawken NJ and the UBS-Plano branch as an expert in financial planner. Kyle also spent six years in New York as the Market Data Program Director for the Copper Development Association.

      • University of South Carolina, Capstone Honors Program in Finance
      • Accredited Wealth Management Advisor℠
      301 Commerce Street
      Suite 2800
      Fort Worth, TX 76102
    •  Ben Sexton

      Ben Sexton

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AR
      • CA
      • CO
      • DC
      • FL
      • GA
      • HI
      • IA
      • KS
      • LA
      • MD
      • MS
      • MT
      • NC
      • NE
      • NM
      • NY
      • OH
      • OK
      • OR
      • TN
      • TX
      • UT
      • VA
      • WA

      Ben has joined Sexton Wealth Management in April 2019 as a Financial Advisor after spending his previous two years at UBS-Dallas as a Wealth Planning Associate. Ben has expertise in the financial and estate planning process for high net worth families. Prior to joining UBS he spent three years at PricewaterhouseCoopers in Dallas and Chicago working in the financial services group. Ben is a graduate from The University of Texas-Austin McCombs School of Business where he received both his Bachelors and Masters degrees in Accounting.

        • University of Texas-Austin McCombs School of Business, Bachelors in Accounting
        • University of Texas-Austin McCombs School of Business , Masters Degree in Accounting
        • Accredited Wealth Management Advisor℠
        301 Commerce Street
        Suite 2800
        Fort Worth, TX 76102
      • Rita Helfrich

        Rita Helfrich

        Senior Client Associate

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        • TX

        Rita is a Senior Client Service Associate. She has been with UBS and its affiliates for 17 years. She has been in the brokerage business for 21 years including positions as a Financial Advisor with Prudential Securites and as an International Research Coordinator with Fidelity Investments. Rita assists with servicing your accounts which includes operational and administrative issues.

        Rita graduated from Saint Michael's College in Winooski, Vermont with a Bachelor of Science degree in Business Administration.

          • Saint Michael's College, Bachelor of Science Degree in Business Administration
            301 Commerce Street
            Suite 2800
            Fort Worth, TX 76102

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