Lasting relationships. For all that matters

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Two people talking overhead

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.

  • Craig Vandegrift

    Craig Vandegrift

    Managing Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • 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
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

          750 Town and Country Blvd
          Suite 400
          Houston, TX 77024
          craig.vandegrift@ubs.com
          Craig Vandegrift
          750 Town and Country Blvd,Houston,TX,77024
        • Clint Roberts

          Clint Roberts

          Associate Director

          Admin Manager

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          • TX

                1780 Hughes Landing Blvd
                3 Hughes Landing, Suite 200
                The Woodlands, TX 77380
                clint.roberts@ubs.com
                Clint Roberts
                1780 Hughes Landing Blvd,The Woodlands,TX,77380
              • Allen Van Maanen

                Allen Van Maanen

                Associate Director

                Supervisory Officer

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                • TX

                      15958 City Walk
                      Suite 240
                      Sugar Land, TX 77479
                      allen.vanmaanen@ubs.com
                      Allen Van Maanen
                      15958 City Walk,Sugar Land,TX,77479
                    Three generations in apple orchard

                    Turn possibilities into a plan

                    House View Monthly

                    Mountain climbers on peak at sunrise

                    A leading global wealth manager

                    A new era of wealth is underway

                    And this is your time to define success on your terms.

                    Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                    When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $7 trn

                    UBS Group invested assets
                    As of 12/31/2025

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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