Meaningful connections for your lifelong plan

Private Wealth Management

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

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A leading global wealth manager

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Navigating opportunities across your enterprise

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Comprehensive planning for significant wealth

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Wealth transfer across generations

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Creating a legacy for your family’s future

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Philanthropy

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.

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    Grant Fortney

    Managing Director–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • CO
    • FL
    • GA
    • IL
    • LA
    • MT
    • NY
    • OK
    • TN
    • TX

    Grant is a Financial Advisor, Managing Director in the Private Wealth Management division of UBS where he provides advice and guidance to several multi-generational, Ultra High Net Worth families.

    Prior to joining UBS, Grant was a Private Wealth Advisor at Morgan Stanley in Houston. While at Morgan Stanley, Grant was selected for a leadership position on the Private Wealth Management Council where he worked alongside other successful PWA's from across the country to provide valuable advice and guidance to senior management. Prior to Morgan Stanley, Grant was a Private Wealth Advisor in the Merrill Lynch Private Banking and Investment Group.

    Before his career as a Private Wealth Advisor, Grant was an Investment Banker with ABN AMRO in San Francisco where he provided capital markets advice and guidance to senior executives of public and private multi-billion dollar technology companies.

    Grant received his B.A. from The University of Texas at Austin and his M.B.A in Finance from Texas Christian University. Grant has served on several executive and advisory boards including Texas Children's Cancer Center, Young Life Greater Houston, and St. Francis Episcopal Church. He is married to Lee Shropshire Fortney of Fort Worth and has two lovely daughters named Claire and Marguerite.

      • TCU, Master of Business Administration: 1998 - 2000
      • The University of Texas at Austin, Bachelor of Arts: 1989 - 1994
      • Portfolio Manager
      Business owners
      Entrepreneurs
      Professionals
      Family Offices
      Multi-generational families
      Corporate executives
      Town Centre One
      750 Town and Country Blvd.
      Houston, TX 77024
      grant.fortney@ubs.com
      Grant Fortney
      Town Centre One,Houston,TX,77024
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      Scott Fortney

      Managing Director–Wealth Management

      Financial Advisor

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      • AR
      • CA
      • CO
      • FL
      • GA
      • IL
      • LA
      • MT
      • NY
      • OK
      • TN
      • TX

      Scott is a Financial Advisor, Managing Director in the Private Wealth Management division of UBS.

      Prior to joining UBS, Scott was a Private Wealth Advisor at Morgan Stanley in the Private Wealth Management office in Houston. Prior to Morgan Stanley, Scott was a Private Wealth Advisor for the Merrill Lynch Private Banking and Investment Group in Houston 

      Scott received his B.A. from The University of Texas and is involved in many charitable organizations and leadership roles in the community. He has two sons named Walt and Tanner and a daughter named Tatum.

        • The University of Texas at Austin, Bachelor of Arts: 1987 - 1991
          Investing
          Custom portfolios
          Alternative investments
          Business owners
          Family Offices
          Town Centre One
          750 Town and Country Blvd.
          Houston, TX 77024
          grant.fortney@ubs.com,scott.fortney@ubs.com
          Scott Fortney
          Town Centre One,Houston,TX,77024
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          Michael Nichley, CFA

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AR
          • CA
          • CO
          • FL
          • GA
          • IL
          • LA
          • MT
          • NY
          • OK
          • TN
          • TX

          Michael is a Financial Advisor, Senior Vice President in the Private Wealth Management division of UBS.

          Prior to joining UBS, Michael worked for Morgan Stanley in the Private Wealth Management office in Houston where he achieved the designation of Private Wealth Advisor and Family Wealth Director.

          Prior to Morgan Stanley, Michael worked for Merrill Lynch Private Banking and Investment Group as a Private Wealth Management Analyst.

          Michael received his B.B.A. in Finance from the McCombs School of Business at The University of Texas. He is married to Lindsey Nichley and they have a son named Britton and two daughters named Virginia and Eva Jane. Michael holds the Chartered Financial Analyst designation and is a member of the CFA Institute. He is also an Eagle Scout.

            • The University of Texas at Austin, Bachelor of Business Administration: 2005 - 2009
            • Chartered Financial Analyst®
            • Portfolio Manager
            Business succession
            Asset allocation
            Alternative investments
            Multi-generational families
            Professionals
            Family Offices
            Town Centre One
            750 Town and Country Blvd.
            Houston, TX 77024
            michael.nichley@ubs.com
            Michael Nichley, CFA
            Town Centre One,Houston,TX,77024
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            Tami Grove

            Senior Registered Client Associate

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            • 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

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $6.9 trn

                UBS Group invested assets
                As of 10/29/2025

                #1

                for High Net-Worth clients

                Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                Global leader

                UBS is a leading and truly global wealth manager

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