Lasting relationships. For all that matters

Wind turbines

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

    • image
    • image
    • image
    • FL
    • GA
    • MA
    • NV
    • TX

          4400 Post Oak Parkway
          17th Floor
          Houston, TX 77027
        • Ann

          Ann Fitzgerald Salazar

          Director

          Admin Manager

          • image
          • image
          • HI
          • TX

                4400 Post Oak Parkway
                17th Floor
                Houston, TX 77027

              Focus on liquidity management

              CIO House View monthly livestream

              Tree

              UBS and Credit Suisse—stronger than ever

              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

              $3.9 trillion

              In invested assets globally 
              As of 12/31/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

              Insights