Family. Wealth. For generations


We know the value of having the right team by your side—in the game and in life. It's all about getting the best information to help inform your decisions. That's why we work closely with you, your managers, agents, attorneys and CPAs by maintaining open communication, sharing our ideas and aligning our advice. We have one goal—helping to support and preserve your financial well-being today and tomorrow.

Father and teenage son on couch
  • Wayne Knight

    Wayne Knight

    Account Vice President

    Financial Advisor

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    • AK
    • AZ
    • NJ
    • OK
    • TX
    • WA

          610 South Bryant Boulevard
          Suite E
          San Angelo, TX 76903

        A focus on personalized access and service

        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

        Your life, wealth and future

        Your life, wealth and future

        Your lifelong financial plan. UBS Wealth Way

        Your lifelong financial plan. UBS Wealth Way

        Multigenerational wealth planning

        Multigenerational wealth planning

        Are you ready to take care of you?

        Read the article: Own your worth 2020

        During a health crisis, the financial and family stresses on women are often compounded by women traditionally taking on multiple caretaker roles—leaving less time and energy for financial education and planning. According to UBS‘s Own Your Worth whitepaper, time constraints are a key reason "85% of married women [in the US] are less involved in long-term finances, preferring their husbands to take care of it."

        1International Labour Organization

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager