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.

Start the conversation

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, ChFC, CEPA

Senior Vice President–Wealth Management

Portfolio Manager
View bio
- AZ
- CA
- CO
- GA
- HI
- IL
- MI
- NC
- 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

s.riebe@ubs.com

Stephen Riebe, ChFC, CEPA

98 San Jacinto Boulevard,Austin,TX,78701
Zachary Sampson

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IL
- LA
- MD
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- OK
- 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.
- CERTIFIED FINANCIAL PLANNER®
- Accredited Wealth Management Advisor℠
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

zach.sampson@ubs.com

Zachary Sampson

98 San Jacinto Boulevard,Austin,TX,78701
Alexis Zona

Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- Johns Hopkins University School of Advanced International Studies, Chinese-American Relations: 2016 - 2017
- Univesity of Vermont, Bachelor of Arts: 2012 - 2016
600 Washington Blvd
Stamford, CT 06901

alexis.zona@ubs.com

Alexis Zona

600 Washington Blvd,Stamford,CT,06901

Stephen Riebe, ChFC, CEPA

Senior Vice President–Wealth Management

Portfolio Manager
View bio
- AZ
- CA
- CO
- GA
- HI
- IL
- MI
- NC
- 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

s.riebe@ubs.com

Stephen Riebe, ChFC, CEPA

98 San Jacinto Boulevard,Austin,TX,78701
Zachary Sampson

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IL
- LA
- MD
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- OK
- 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.
- CERTIFIED FINANCIAL PLANNER®
- Accredited Wealth Management Advisor℠
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

zach.sampson@ubs.com

Zachary Sampson

98 San Jacinto Boulevard,Austin,TX,78701
Alexis Zona

Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- Johns Hopkins University School of Advanced International Studies, Chinese-American Relations: 2016 - 2017
- Univesity of Vermont, Bachelor of Arts: 2012 - 2016
600 Washington Blvd
Stamford, CT 06901

alexis.zona@ubs.com

Alexis Zona

600 Washington Blvd,Stamford,CT,06901

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.

Business advisory

Guidance at each stage in your business life cycle

Whether you are planning to exit now or simply gauge your readiness, a business transition is a complex event, entailing personal, financial and family concerns. Knowing who to work with can make all the difference. Our team offers guidance and advisory solutions that help empower educated financial decisions.

Expand or transition
Tapping the resources of UBS and our network of professionals, we help you understand opportunities to grow and expand your business. We’ll look at your entire financial picture, including tax planning strategies, retirement plans, cash management, private capital sourcing and investments
Monetize your business
Understanding the value of your business, its current condition to a potential buyer and your own readiness to exit are essential steps in the transition process
Post-exit planning
We can help you develop a tailored plan to transition from a K-1 distribution or salary to living comfortably off your investment income

Wealth management

Planning focused on your priorities

Whatever stage of life you are in or financial challenges you face, we provide the thoughtful guidance to help see you through your decision-making process. Our team offers a balanced point of view as you face each life event, navigate retirement, or plan your legacy. We’ll work together to establish a comprehensive financial plan that prioritizes your goals.

Comprehensive planning
We spend the time to really get to know you, your loved ones and your goals. We look at all aspects of your financial life: We integrate your assets and liabilities, savings and portfolios into a comprehensive and cohesive view
Liquidity. Longevity. Legacy.
Understanding your life, your wealth and what you want to accomplish is important to how we work together at UBS. We start with questions and a discussion that helps us focus on what’s really important to you
The strength of UBS
Our access to the global reach of UBS—one of the largest wealth managers in the world—gives us the perspective, diverse strategies and relevant guidance to help you move forward with confidence. UBS has been successfully managing its clients’ wealth for more than 150 years, with deep resources in investment, banking and asset management businesses

Lasting relationships

Personalized service is the key to a successful relationship

Our aim is to develop the kind of trust and efficiency that is helpful in every aspect of your financial life. We consistently strive to anticipate your needs and ensure that you understand the thought process behind our solutions. Our highly integrated team works closely together, shares knowledge and maintains accountability for all our clients.

Customized client service
Our entire team is highly accessible, offering consistent communication and ongoing reviews. Our service goes above and beyond the expected, offering a highly personalized experience that is responsive and flexible to your needs
Proactive communication
We work diligently to anticipate your needs. We stay on top of the latest and most prudent financial thinking and share that expertise through regular calls, meetings personalized to your schedule, one-on-one consultations and informative educational events. Our informative networking events offer an engaging and informal opportunity to gain insights, meet interesting peers and professionals and have some fun
You come first
With a focus on fiduciary oversight, we keep your best interests at heart: We work for you and always puts your needs first. Our entire team puts a premium on transparency, specifically about the actions we take, the information we provide and how we structure our fees

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

The connections for a confident future

Pursuing your goals together

Stephen Riebe, ChFC, CEPA

Zachary Sampson

Alexis Zona