Lasting relationships. For all that matters

Co-workers having a conversation

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

books

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.

  • image

    Craig Vandegrift

    Managing Director

    Market Director

    • image
    • image
    • image
    • FL
    • GA
    • MA
    • NV
    • TX

          4400 Post Oak Parkway
          17th Floor
          Houston, TX 77027
        • Lisa Isenhower

          Lisa Isenhower

          Associate Director

          Admin Manager

          • image
          • image
          • image
          • TX

                750 Town and Country Blvd
                Suite 400
                Houston, TX 77024
              • image

                Mary Wagnon

                Branch Office Administrator

                • image
                • image

                        750 Town and Country Blvd
                        Suite 400
                        Houston, TX 77024

                      Focus on liquidity management

                      CIO House View monthly livestream

                      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