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.

  • CV

    Craig Vandegrift

    Managing Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

          4400 Post Oak Parkway
          17th Floor
          Houston, TX 77027
          craig.vandegrift@ubs.com
          Craig Vandegrift
          4400 Post Oak Parkway,Houston,TX,77027
        • JZ

          Joseph Zurfley

          Associate Director

          Associate Market Executive

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          • AL
          • AR
          • CA
          • CO
          • FL
          • GA
          • IL
          • LA
          • MI
          • MO
          • NC
          • NM
          • NV
          • OH
          • OK
          • OR
          • PA
          • SC
          • TX
          • VA
          • WA

                1780 Hughes Landing Blvd
                3 Hughes Landing, Suite 200
                The Woodlands, TX 77380
                joseph.zurfley@ubs.com
                Joseph Zurfley
                1780 Hughes Landing Blvd,The Woodlands,TX,77380
              • EM

                Elena Mischon

                Associate Director

                Admin Manager

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                • TX

                      1780 Hughes Landing Blvd
                      The Woodlands, TX 77380
                      elena.mischon@ubs.com
                      Elena Mischon
                      1780 Hughes Landing Blvd,The Woodlands,TX,77380
                    • CW

                      Chere Ward

                      Director

                      Market Supervisory Officer

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                      • TX

                            15958 City Walk
                            Suite 240
                            Sugar Land, TX 77479
                            chere.ward@ubs.com
                            Chere Ward
                            15958 City Walk,Sugar Land,TX,77479
                          Three generations in apple orchard

                          Turn possibilities into a plan

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                          Mountain climbers on peak at sunrise

                          A leading global wealth manager

                          UBS Year Ahead 2025

                          Roaring 20s: The next stage

                          Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                          A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                          Read the report

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.9+ trn

                          UBS Group invested assets
                          As of 06/30/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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