How can you pursue what matters most?

Three business people at a desk

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.

Plans

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.

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    Craig Vandegrift

    Managing Director

    Market Director

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    • FL
    • GA
    • MA
    • NV
    • TX

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

          Director

          Admin Manager

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          • HI
          • TX

                4400 Post Oak Parkway
                17th Floor
                Houston, TX 77027

              Focus on liquidity management

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              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