Lasting relationships. For all that matters


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.

Young family at the beach

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.

  • James-Suey

    James "Jim" Suey


    Assistant Market Head

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    • TX

    Jim has 19 years of experience in the financial services industry in various roles covering compliance, human resources, operations, and trading including the last 7 years at UBS Financial Services. He is currently the Market Administrative Officer for the North Texas Market. Jim received a Bachelor of Science Degree in Business Administration and holds FINRA license's 7, 66, 9, and 10.

          301 Commerce Street
          Suite 2800
          Fort Worth, TX 76102

        US banking sector update: Where we are now

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        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

        Backed by the strength of UBS

        A global leader in wealth management

        Global leader

        UBS is a world-leading wealth manager


        For Ultra-High Net Worth clients

        Euromoney Private Banking and Wealth Management Survey, 2016-2022

        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