DFW Capital Investments LLC

Oaktree Wealth Management - UBS Financial Services, located in Fort Worth, TX, is a dedicated team of financial advisors committed to helping clients organize their finances according to their short-term needs and long-term goals. With a focus on building lasting relationships, they provide customized financial, estate, and life planning strategies to navigate the complexities of today's markets. Led by Senior Vice President Stephen Chensky, who has been fostering personal relationships with clients since 1988, the team emphasizes understanding market volatility and managing portfolios effectively. With over 25 years of experience, Senior Registered Client Associate Debbie Graves also plays a vital role in nurturing client relationships and ensuring quality service. Generated from the website

UBS Financial Services Inc. is a global leader in wealth management, offering investment advisory and brokerage services to clients. With a history spanning over 160 years, UBS has demonstrated resilience and expertise in guiding clients through various financial challenges and market opportunities. Committed to understanding individual wealth goals, UBS crafts finely tailored financial advice to help clients turn their visions into reality. Backed by the strength of UBS, a world-leading wealth manager with $5 trillion in invested assets globally, UBS Financial Services Inc. operates in 51 countries, providing a global footprint for its clients. With a focus on liquidity management and a commitment to excellence, UBS is dedicated to delivering the expertise and support needed to help clients confidently pursue their life goals.Generated from the website

Fort Worth, TX Private Wealth Management is a division within UBS Financial Services Inc. that offers tailored plans integrating complex investing, planning, and financing priorities for individuals seeking to accomplish their wealth goals. With a seasoned team of professionals, they provide trusted financial advice and proactive problem-solving to be the primary source of financial guidance. By connecting clients to the deep resources of UBS, Fort Worth, TX Private Wealth Management provides access to global platforms and the financial and intellectual strengths of UBS's experts in Wealth Management, Asset Management, and Private and Investment Banks. Their commitment to understanding what wealth means for each client allows them to deliver finely crafted financial advice that turns financial visions into reality.Generated from the website