Lasting relationships. For all that matters

Fort-Worth

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.

  • RG

    Rob Giordano

    Managing Director

    Market Director

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    • MA
    • NM
    • NY
    • TX

          100 Crescent Court
          Dallas, TX 75201
          robert.giordano@ubs.com
          Rob Giordano
          100 Crescent Court,Dallas,TX,75201
        • SW

          Sarah Wester

          Associate Director

          Supervisory Officer

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          • FL
          • TX

                Home Worker FL
                Home Worker FL, FL 000
                sarah.wester@ubs.com
                Sarah Wester
                Home Worker FL,Home Worker FL,FL,000

              Why does A.I. in space matter?

              Outlook on interest rates

              Tree

              UBS and Credit Suisse—stronger than ever

              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              Global leader

              UBS is a leading and truly global wealth manager

              Financial strength

              Driving confidence.
              A-  Standard & Poor’s
              A  Fitch
              A3
                Moody’s


              UBS AG, long-term senior secured debt rating. As of 03/31/2024

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