Opportunity. Worldwide.

Our global insight matters

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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William Goldberg, CFP

Senior Vice President–Wealth Management

Financial Advisor

Capabilities to impact your life and wealth

Bill brings more than 45 years of experience with high net worth individuals and all their wealth management issues including investment planning, estate planning, and philanthropy.

Experience to guide you forward

Prior to UBS:

- IIT-Kent College of Law - Instructor in Estate Planning

- KPMG LLP - Tax Partner

- Bernstein Global Wealth Management, Principal-Senior Investment Advisor Group

My professional achievements and education

Knox College, B.A. History, Cum Laude

Cornell Law School, J.D.

Distinguished Service Award, AICPA Personal Financial Planning Division

Making a difference in my community

- AICPA Personal Financial Planning Executive Committee, Chair

- Houston Jewish Community Foundation, Chair

- Contemporary Arts Museum Houston, Chair

Outside the office

Bill and Brenda have lived in Houston for over 40 years. Together they have two daughters and 4 grandchildren. After spending time with the "Grands",  Bill enjoys playing golf at Shadow Hawk Golf Club.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • MD
  • NC
  • NM
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A., Knox College
  • Cornell Law School J.D.
  • University of Chicago Booth School of Business

Credentials

  • Portfolio Manager
  • Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™

Our team, Inwood Wealth Advisors, is focused on helping clients through financial transitions including career change, a business sale, divorce and in

Investing
Lending services
Alternative investments
Legacy planning
Estate planning strategies
Corporate executives
Multi-generational families
Business Owners
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
  • (713) 350-8033

Email Me

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.

Advice. Beyond investing.

A team approach

A team approach

Our Process

Our Process

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

$2.8 trillion

In invested assets globally 
As of 06/30/2022

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021

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