Global access. Strategic solutions.

Private Wealth Management

Man standing on boat looking out

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Plans

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • image

    Scott Fortney

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • KS
    • LA
    • MD
    • MI
    • MS
    • MT
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • WA
    • WY

          Town Centre One
          750 Town and Country Blvd.
          Houston, TX 77024
        • image

          Grant Fortney

          Managing Director–Wealth Management

          Financial Advisor

          • image
          • image
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • IL
          • KS
          • LA
          • MA
          • MD
          • MI
          • MO
          • MS
          • MT
          • NJ
          • NM
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • WA
          • WY

                Town Centre One
                750 Town and Country Blvd.
                Houston, TX 77024
              • image

                Michael Nichley, CFA

                Senior Vice President–Wealth Management

                Financial Advisor

                • image
                • image
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DE
                • FL
                • GA
                • IL
                • KS
                • LA
                • MA
                • MD
                • MI
                • MO
                • MS
                • MT
                • NJ
                • NM
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • TN
                • TX
                • UT
                • WA
                • WY

                      Town Centre One
                      750 Town and Country Blvd.
                      Houston, TX 77024
                    • image

                      Mary Patranella

                      Senior Client Associate

                      • image
                      • image
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DE
                      • FL
                      • GA
                      • IL
                      • KS
                      • LA
                      • MA
                      • MO
                      • MT
                      • NJ
                      • NM
                      • NY
                      • OH
                      • OR
                      • SC
                      • TN
                      • TX
                      • WA
                      • WV

                            Town Centre One
                            750 Town and Country Blvd.
                            Houston, TX 77024
                          • image

                            Tami Grove

                            Senior Client Associate

                            • image
                            • image
                            • AR
                            • AZ
                            • CA
                            • CO
                            • CT
                            • DE
                            • FL
                            • GA
                            • IL
                            • KS
                            • LA
                            • MA
                            • MD
                            • MI
                            • MO
                            • MS
                            • MT
                            • NJ
                            • NM
                            • NY
                            • OH
                            • OR
                            • SC
                            • TN
                            • TX
                            • UT
                            • WA
                            • WY

                                  Town Centre One
                                  750 Town and Country Blvd.
                                  Houston, TX 77024
                                • image

                                  Brandon Frey

                                  Senior Wealth Strategy Associate

                                  • image
                                  • image
                                  • AR
                                  • AZ
                                  • CA
                                  • CO
                                  • CT
                                  • DE
                                  • FL
                                  • GA
                                  • IL
                                  • KS
                                  • LA
                                  • MA
                                  • MD
                                  • MI
                                  • MO
                                  • MS
                                  • MT
                                  • NJ
                                  • NM
                                  • NY
                                  • OH
                                  • OK
                                  • OR
                                  • SC
                                  • TN
                                  • TX
                                  • UT
                                  • WA
                                  • WY

                                        Town Centre One
                                        750 Town and Country Blvd.
                                        Houston, TX 77024

                                      The circular economy: What is it?

                                      Retirement planning

                                      Retirement planning

                                      Multigenerational planning

                                      Multigenerational planning

                                      Legacy—Wealth for others

                                      For needs that go beyond your own—to help you improve the lives of others

                                      What will your legacy be?
                                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                      Learn more at ubs.com/wealthway.

                                      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