Retirement planning. It's about time.

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

vance

A plan to simplify your financial life

We can help you build a comprehensive financial plan by bringing together all the resources you need under one roof. We make it easy and efficient to do business, access solutions and get clear answers to make informed decisions.

Retirement couple holding surfboards

Retirement planning

cleaners

Business transition & succession planning

senior couple, home in background

Estate planning strategies

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What will your legacy be?

Modern Retirement Monthly

Modern Retirement Monthly

It's a good time to consider annuities

Annuities, which can help to generate secure and reliable income for life, are becoming increasingly popular among retirees.

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.

  • Charlton Vance

    Charlton Vance, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • FL
    • GA
    • IA
    • IN
    • KY
    • MN
    • MO
    • NC
    • NE
    • NH
    • NJ
    • NM
    • OK
    • OR
    • PA
    • SC
    • TX
    • WI

    Charlton began his career during one of the most tumultuous times in our country's history. Yet, despite the terrible events on 9/11, & the financial crisis of 2008, he has helped clients manage their wealth throughout good times and bad. He joined UBS in 2003 after 4 years at Morgan Stanley and its predecessor firm, Dean Witter. In 2012, he attained the Chartered Retirement Planning Counselor (CRPC®) designation.

    Investment professionals with the Chartered Retirement Planning Counselor (CRPC®) designation have completed a six-week, 60-hour course covering more than 10 key topics. The curriculum covers a variety of principles in retirement planning for individuals including: the retirement planning process; sources of retirement income; personal savings; employer-sponsored plans; individual deferred compensation; planning for incapacity, disability and long-term care; determining when to retire; retirement plan distributions; asset management; investment strategy; income taxes and estate planning. In addition to the formal coursework, designees are required to earn 16 continuing education credits every two years to maintain their CRPC designation, which is conferred by the College for Financial Planning.

    With his clients, Charlton emphasizes asset allocation, and total portfolio management with a focus on retirement income planning. He also helps them with education funding, and structures for charitable giving and estate planning. Charlton is FINRA-registered, and holds Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. Currently, his team manages over $150 million in assets for over 100 families.

    He grew up in the Spring/Woodlands area & graduated from The John Cooper School. His bachelor’s degree in business is from Southwestern University, where he graduated in 2001. Charlton enjoys coaching youth soccer, golf, hunting, & volunteering at his church. He & his family live in The Woodlands, TX.

      • Southwestern University, Bachelor’s Degree in Business Administration
      • Chartered Retirement Planning Counselor
      1780 Hughes Landing Blvd
      3 Hughes Landing, Suite 200
      The Woodlands, TX 77380
      charlton.vance@ubs.com
      Charlton Vance, CRPC
      1780 Hughes Landing Blvd,The Woodlands,TX,77380
    • Brenda Paulson Image

      Brenda Paulson

      Senior Client Associate

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      • AL
      • AR
      • CA
      • CO
      • TX
      • WA
      • NAPA Top DC Advisor Teams, 2022, 2024, 2025The NAPA rating is awarded annually in March based on information from December of the prior year.

          1780 Hughes Landing Blvd
          3 Hughes Landing, Suite 200
          The Woodlands, TX 77380
          brenda.paulson@ubs.com
          Brenda Paulson
          1780 Hughes Landing Blvd,The Woodlands,TX,77380

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