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
          mary.patranella@ubs.com
          Scott Fortney
          Town Centre One,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
                grant.fortney@ubs.com
                Grant Fortney
                Town Centre One,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
                      michael.nichley@ubs.com
                      Michael Nichley, CFA
                      Town Centre One,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
                            mary.patranella@ubs.com
                            Mary Patranella
                            Town Centre One,Houston,TX,77024
                          • image

                            Tami Grove

                            Senior Client Associate

                            • image
                            • image
                            • AR
                            • CA
                            • CO
                            • GA
                            • LA
                            • MT
                            • NY
                            • SC
                            • TN
                            • TX

                                  Town Centre One
                                  750 Town and Country Blvd.
                                  Houston, TX 77024
                                  tami.grove@ubs.com
                                  Tami Grove
                                  Town Centre One,Houston,TX,77024

                                Why does A.I. in space matter?

                                Outlook on interest rates

                                Tree

                                UBS and Credit Suisse—stronger than ever

                                Managing wealth is our craft

                                We’re committed to understanding what wealth means for you.

                                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                                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

                                Insights