The connections for a confident future

Whether you’re a professional building wealth, a business owner considering how best to plan your transition or a retiree enjoying the fruits of a lifetime of work, we provide business exit guidance and comprehensive wealth management.

At Riebe Sampson Wealth Management, we help private business owners and entrepreneurs thrive at each stage of their business life cycle. As Certified Exit Planning Advisors, Steve Riebe and Zach Sampson can provide the framework and education to help you assess and maximize the value of your business, prepare for an eventual business exit and plan your next act in life.

Our team can connect you to a network of professionals and the vast, global resources of UBS. We pride ourselves on our ability to help filter out the noise and offer easy-to-understand wealth planning advice that helps simplify your entire financial world.

Our goal is to help make your business transition decisions as simple as possible. We'll coordinate our extensive UBS resources and network of professionals to help you move forward with confidence.

- Steve Riebe

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.

  • Stephen Riebe Profile Photo

    Stephen Riebe, ChFC, CEPA

    Senior Vice President–Wealth Management

    Portfolio Manager

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    • AZ
    • CA
    • CO
    • GA
    • HI
    • IL
    • MI
    • NJ
    • NM
    • NV
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Steve’s introduction to capital markets and investment advice started at James Madison College at Michigan State University.  He saw first-hand how the educational system has failed to ready most of the public with even the most fundamental principles of personal financial planning or investment management.  Today, Steve remains driven to help simplify the complexities surrounding the financial planning and investment management experience. He does this through clear and easy-to-understand solutions for his clients’ important financial decisions.

    A focus on business owners and executives

    As the owner of a privately held business, Steve brings experience and understanding to the difficult decisions business owners and executives face every day. By leveraging the experience of his team, as well as the global resources of UBS, the entire Riebe Sampson Wealth Management team is positioned to guide their clients in comprehensive financial and business planning. 

    Steve’s CEPA (Certified Exit Planning Advisor) accreditation equips him to oversee and coordinate the development of a master plan for an exit or sale of a privately held business. Working alongside clients through the full cycle of their personal and business planning objectives, he helps integrate all aspects of their financial lives into a comprehensive exit plan, including investment and risk management, as well as legal, tax and insurance challenges.

    As a Chartered Financial Consultant® (ChFC®), Steve is committed to the highest standard of professional ethics and principles. He earned the designation from the Solomon L. Hubner School of the American College of Financial Services, where he was also awarded a certificate in financial planning as part of his studies.

      • James Madison College at Michigan State University
      • Portfolio Manager
      • Certified Exit Planning Advisor
      • Chartered Financial Consultant
      98 San Jacinto Boulevard
      Suite 600
      Austin, TX 78701
    • Sampson

      Zachary Sampson

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • IL
      • LA
      • MI
      • MO
      • NJ
      • NM
      • NV
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA
      • WI

      Zach heads up the Riebe Sampson Wealth Management financial planning team. In his multi-year role as Wealth Planning Associate for multiple UBS offices in the North and Central Texas markets, Zach worked closely with a multitude of financial advisors as they helped clients from varied backgrounds pursue their goals through comprehensive financial planning and wealth management solutions.

      Zach's in-depth financial planning knowledge and experience helps provide invaluable expertise in the full spectrum of planning needs, including retirement income and cash flow analysis, retirement plans and employee benefits, estate and multigenerational planning, risk and liability planning, business continuity and succession, charitable giving, and others.

      In addition to his experience at both Houston Asset Management and UBS, Zach has achieved the prestigious CERTIFIED FINANCIAL PLANNER (CFP) and Accredited Wealth Management Advisor designations.

      Zach earned his bachelor's degree in Finance from the University of Arkansas, and went on to earn a Master's degree in personal financial planning from Texas Tech University.

            98 San Jacinto Boulevard
            Suite 600
            Austin, TX 78701
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            Maria Sosa

            Client Associate

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                    98 San Jacinto Boulevard
                    Suite 600
                    Austin, TX 78701

                  Connecting you to the deep resources of UBS

                  By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                  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.

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