Global access of Private Wealth Management

Abstract rendering

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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.

  • KS

    Kristen Sprenger

    Executive Director

    Market Director

    • image
    • image
    • image
    • CO
    • TX

          4400 Post Oak Parkway
          20th Floor
          Houston, TX 77027
          kristen.sprenger@ubs.com
          Kristen Sprenger
          4400 Post Oak Parkway,Houston,TX,77027
        • GT

          Grant Tomashoff

          Director

          Associate Market Executive

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

                100 Crescent Court
                Suite 400
                Dallas, TX 75201
                grant.tomashoff@ubs.com
                Grant Tomashoff
                100 Crescent Court,Dallas,TX,75201
              • SH

                Sara Healy

                Director

                Market Administrative Officer

                • image
                • image
                • image
                • TX

                      4400 Post Oak Parkway
                      20th Floor
                      Houston, TX 77027
                      sara.healy@ubs.com
                      Sara Healy
                      4400 Post Oak Parkway,Houston,TX,77027
                    • CW

                      Chere Ward

                      Director

                      Market Supervisory Officer

                      • image
                      • image
                      • TX

                            15958 City Walk
                            Suite 240
                            Sugar Land, TX 77479
                            chere.ward@ubs.com
                            Chere Ward
                            15958 City Walk,Sugar Land,TX,77479
                          • PH

                            Patricia Holmes

                            Director

                            Supervisory Officer

                            • image
                            • image
                            • TX

                                  patricia.holmes@ubs.com
                                  Patricia Holmes

                                Why does A.I. in space matter?

                                Outlook on interest rates

                                Tree

                                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

                                Insights