Haven Investment Group - UBS Financial Services Inc.

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98 San Jacinto Blvd Ste 600
Austin, TX 78701

Haven Investment Group, part of UBS Financial Services Inc. in Austin, TX, specializes in Private Wealth Management, offering high-net-worth clients access to sophisticated financial strategies and personalized advice tailored to their unique needs. With a team of experienced professionals, they provide comprehensive services in areas such as estate tax planning, investment strategies, and financial management for entrepreneurs, affluent families, and institutions.

Led by Managing Director Kyle Gauthreaux and Senior Vice President Sean Cusack, the firm emphasizes building lasting client relationships through customized approaches that simplify complex financial landscapes. Their expertise spans pre-M&A planning, corporate financing, and multigenerational family wealth management, ensuring clients receive insightful guidance throughout various stages of their financial journeys.

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