You call this home. So do we.
With deep roots in Texas and neighboring Oklahoma and Missouri, we help exceptional families like yours throughout the region pursue life’s most important goals. Your values are our values. You’ll see us in the community through support of our schools and organizations, local philanthropies and personal volunteering.
A commitment beyond wealth.
- 150-year heritage in helping you transform your success into a lasting legacy
- Resources for your unique and sophisticated needs—including your business, family, philanthropy and personal passions
- Resources for educating your children about the responsibilities of wealth
- Insights and experience to enrich every aspect of your life.
You’re in great company— UBS is one of the world’s largest wealth managers.
Boutique experience for the attention you deserve.
Deep community involvement.
Working together to help you pursue what matters most.
Signiﬁcant wealth brings complexity. UBS Wealth Way helps you think about your life and wealth along three key strategies: Liquidity. Longevity. Legacy. Each is designed to work in tandem throughout your life and beyond. Together, we’ll look at every aspect of your wealth—including nurturing your family’s ﬁnancial, social, and human capital. All so that we can help pass on your values and your legacy today, tomorrow and for generations to come.
Liquidity. Longevity. Legacy.
Our approach 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.
Your leadership team.
Your leadership team has deep experience in the sophisticated needs of the wealthy. The team works closely with your Financial Advisor in bringing you the global resources, intellectual capital and comprehensive solutions the firm has to offer.
Let’s start a conversation.
Your goals and aspirations, your family and business, the legacy you want to leave behind—these are the things that drive you. They are also the very things that inspire us to craft an exclusive plan for you. To explore how we may serve you and your family’s needs, please contact us. And experience the UBS difference.
UBS Financial Services Inc.
4400 Post Oak Parkway, 20th Floor
Houston, TX 77027
UBS Financial Services Inc. regional offices
100 Crescent Court, Suite 400
Dallas, TX 75201
98 San Jacinto, Suite 600
Austin, TX 78701
4801 Gaillardia Parkway
Building C, Suite 100
Oklahoma City, OK 73142
11150 Overbrook Road
Leawood, KS 66211