Lasting relationships. For all that matters

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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.

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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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    • TX

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

          M. Ann Page, CPWA, CIMA, CEPA, CRPC

          Executive Director

          Associate Market Executive

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          • AZ
          • DC
          • FL
          • MO
          • NM
          • RI
          • TN
          • TX
          • VA

                4400 Post Oak Parkway
                17th Floor
                Houston, TX 77027
                ann.page@ubs.com
                M. Ann Page, CPWA, CIMA, CEPA, CRPC
                4400 Post Oak Parkway,Houston,TX,77027
              • 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

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                    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

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                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    51 countries

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                    UBS is a leading and truly global wealth manager

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