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.

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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.

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    Craig Vandegrift

    Managing Director

    Market Director

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    • TX

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

          Lisa Isenhower

          Associate Director

          Admin Manager

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          • TX

                750 Town and Country Blvd
                Suite 400
                Houston, TX 77024
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                Mary Wagnon

                Branch Office Administrator

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                        750 Town and Country Blvd
                        Suite 400
                        Houston, TX 77024

                      Focus on liquidity management

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                      UBS and Credit Suisse—stronger than ever

                      Managing wealth is our craft

                      We’re committed to understanding what wealth means for you.

                      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $5+ trillion

                      In invested assets globally 
                      As of 11/07/2023

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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