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Start planning your future now

Three people in office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Children reading in library

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.

  • Robert Giordano

    Robert Giordano

    Managing Director

    Market Director

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    • MA
    • NM
    • NY
    • TX

          100 Crescent Court
          Dallas, TX 75201
          Robert Giordano
          100 Crescent Court,Dallas,TX,75201
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          Cindy Rogers

          Associate Director

          Admin Manager

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          • TX

                301 Commerce Street
                Suite 2800
                Fort Worth, TX 76102
                Cindy Rogers
                301 Commerce Street,Fort Worth,TX,76102
              • CW

                Chere Ward


                Market Supervisory Officer

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                • TX

                      15958 City Walk
                      Suite 240
                      Sugar Land, TX 77479
                      Chere Ward
                      15958 City Walk,Sugar Land,TX,77479

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                    UBS and Credit Suisse—stronger than ever

                    Global Wealth Report 2024

                    Crafted wealth intelligence

                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

                    Download the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager