Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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.

  • KS

    Kristen Sprenger

    Executive Director

    Market Director

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    • CO
    • CT
    • TX

          4400 Post Oak Parkway
          20th Floor
          Houston, TX 77027
          kristen.sprenger@ubs.com
          Kristen Sprenger
          4400 Post Oak Parkway,Houston,TX,77027
        • GT

          Grant Tomashoff

          Director

          Associate Market Executive

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

                100 Crescent Court
                Dallas, TX 75201
                grant.tomashoff@ubs.com
                Grant Tomashoff
                100 Crescent Court,Dallas,TX,75201
              • Sh

                Sara Healy

                Director

                Market Administrative Officer

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                • TX

                      4400 Post Oak Parkway
                      20th Floor
                      Houston, TX 77027
                      sara.healy@ubs.com
                      Sara Healy
                      4400 Post Oak Parkway,Houston,TX,77027
                    • CW

                      Chere Ward

                      Director

                      Market Supervisory Officer

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                      • TX

                            15958 City Walk
                            Suite 240
                            Sugar Land, TX 77479
                            chere.ward@ubs.com
                            Chere Ward
                            15958 City Walk,Sugar Land,TX,77479
                          • PH

                            Patricia Holmes

                            Director

                            Supervisory Officer

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                            • TX

                                  patricia.holmes@ubs.com
                                  Patricia Holmes

                                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.

                                Three generations in apple orchard

                                Turn possibilities into a plan

                                House View Monthly

                                Mountain climbers on peak at sunrise

                                A leading global wealth manager

                                Rearview Mirror

                                UBS ElectionWatch

                                Election day is over. Now what?

                                Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

                                Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

                                A leader in wealth management

                                Backed by the strength of our parent company, UBS AG

                                $5.9+ trn

                                UBS Group invested assets
                                As of 06/30/2024

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a leading and truly global wealth manager

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