Houston, TX Branch Office - Ubs Financial Services

Visit our office today located in Houston, TX. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Lakeshore Wealth Advisors, LLC is an independent financial service organization. We have been helping closely held companies and professionals with large estates for over 28 years. We help develop personal and/or corporate financial plans to take full advantage of all tax and growth opportunities. We are dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives – and then only when we are convinced that the recommended action or product is suitable as a long-term solution.