Austin, TX Financial Advisors | 512 Wealth Partners

Clarity, perspective and stewardship
for your financial world Private Wealth Management

We are an experienced team of seasoned advisors with the diverse investment and planning skills to guide affluent clients—successful families, senior executives and entrepreneurs—through every type of market environment. Representing multiple generations across many decades in our industry, each of us has provided relevant advice to entire families—grandparents, parents and children.

What can you expect from a relationship with our team? We are thoughtful planners and sensible risk managers. No matter where you are in the life cycle of your wealth, we believe your most important decisions can benefit from our market perspective, our insightful approach to pursuing your goals and the clarity and stewardship we strive to bring to your financial world.

Let us pursue your goals together

512 Wealth Partners

512-479-5276

98 San Jacinto Blvd
Suite 600
Austin, TX 78701

Mark Moore has been recognized as an industry leader

Forbes Best-In-State Wealth Advisors, 2018, 2019
Forbes America’s Top 200 Wealth Advisors, 2016
Barron’s Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
Financial Times Top 400 Advisers, 2013, 2014, 2017
Barron’s Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013

Global access. Local commitment.

UBS Private Wealth Management

Within our firm’s exclusive Private Wealth Management organization, our clients can expect a dynamic combination of experience and personal commitment along with access to a range of capabilities, global solutions and intellectual strengths across all of UBS. Looking beyond your investment portfolio, we are well-positioned to determine the best strategic opportunities and specialists for your comprehensive needs, whether it‘s helping you pursue a philanthropic passion, a new business venture or a purposeful legacy.

Family Advisory and Philanthropy Services
Our team has extensive experience with family wealth and the issues it can raise—from generational transfer of businesses to liquidity management to private foundations and philanthropy. Working with the Family Advisory Group, we can:

Facilitate productive family meetings
Help you transform family values into a shared family vision
Create engaging wealth education for the next generation

Strategic philanthropy
As a team, we understand how important it is for our clients to give back to their communities and the causes that are important to them. Together, we will address your current charitable affiliations, goals and contributions. We’re committed to helping you develop a charitable giving program that reflects your vision and your values, but also aligns strategically with your overall wealth plan.

“We believe we bring to the Austin community the best of both worlds: a local, boutique-level experience combined with access to the global depth and breadth of one of the world‘s largest wealth managers.”

— Mark Moore, Managing Director

Advanced planning and the Strategic Wealth Assessment
Given the complexity of their wealth, our clients require a thoughtfully customized plan to pursue their short- and longterm goals. Together with our Advanced Planning team, we’ll assess your current cash flow, liquidity and tax management needs as well as any estate planning strategies that you have in place. We then coordinate with your legal and tax advisors to help ensure our advice is aligned and addresses the full scope of your wealth.

The UBS Boutique Investment Banking Network
If you’re considering the sale of your business, we can help assemble the right presale advisory team for insight into structuring your transaction, appraisals and valuations. In addition, we can introduce you to the UBS Boutique Investment Banking Network, a select group of experienced investment banks that focus primarily on middle-market M&A and capital-raising services for family-owned and entrepreneur-led businesses.

Portfolio Advisory Group
A truly customized portfolio should be informed by insights that reflect your goals. The Portfolio Advisory Group provides us with advanced quantitative analysis and proprietary research for a dynamic asset allocation designed to address your specific needs.

Credit and lending solutions
Depending on your needs and circumstances, we can provide access to:

A range of credit strategies
Securities-backed lending
Pre-IPO lending
Customized lending for commercial real estate
Mortgages

Global wealth management research
By drawing upon our investment analysis and the global body of thought leadership and market insight of our Chief Investment Office (CIO), we help ensure our clients are receiving the firm‘s best strategic and tactical allocation guidance.

Your goal. Your plan. Your future.

A framework for helping you pursue what matters

We’ll work with you to integrate your vision and your values into your plan and, over time, continue to assess it against your goals, current markets and an evolving tax landscape. Our focus is to help ensure the wealth you’ve created aligns appropriately with your short- and long-term objectives and best serves your family and your legacy.

“Your financial plan can help us provide answers to the difficult questions you may have about your family and the future. It will provide clear direction for moving forward—even as markets shift or life changes.”

— Tim Oates, Senior Vice President

Liquidity. Longevity. Legacy.

Our process starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

To help maintain your lifestyle

Entertainment and travel
Taxes
Purchasing a home

To help improve your lifestyle

Retirement
Healthcare and long-term care expenses
Purchasing a home

To help improve the lives of others

Giving to family
Philanthropy
Wealth transfer over generations

Working together, we can help you

Gain confidence that your money is in an appropriate strategy—when it needs to be there
Better manage investment risk—based on your different goals and timeframes
Take the emotion out of investing—with a clearer understanding of your short-term needs

All investments involve the risk of loss, including the risk of loss of the entire investment.

Dynamic investment management

Research and risk control shape your portfolio

As a team, each of us has managed client portfolios in the best and worst of markets. Our knowledge, experience and vigilant oversight help us position you strategically to seize opportunities and address risk exposure—whatever the environment.

Our customized allocations and discretionary portfolios are shaped by:

Your short- and long-term objectives
Consistent due diligence and analysis of securities and market trends
Strategies that are designed to help minimize volatility but still allow for returns that can actually increase wealth
Collaboration with your legal and tax advisors
Insights and thought leadership from our Chief Investment Office Wealth Management global research team

“As we tailor the right solution for you, our extensive network of UBS and other resources helps to complement and deepen the financial advice we provide.”

— Jay Mechling, Senior Vice President

Established in 2011, the Chief Investment Office has been a key part of UBS Global Wealth Management‘s aim to bring institutional quality advice to private wealth clients