Sugar Land, TX Branch Office - UBS Financial Services

UBS Financial Services Inc. is a global leader in wealth management, with over $5 trillion in invested assets globally. With a presence in 51 countries, UBS offers personalized financial advice and strategies tailored to individual needs, aiming to be the primary source of financial guidance for clients. Their team of experienced professionals, led by Managing Director Craig Vandegrift, is committed to building lasting relationships through quality client service.

UBS focuses on understanding clients' priorities and concerns, working together to create a comprehensive plan that helps them confidently pursue their life goals. Whether it's planning for a liquidity event, wealth transfer across generations, or the sale of a closely held business, UBS provides expertise and guidance to mitigate risks and facilitate the process. With a commitment to excellence and a deep understanding of what wealth means to their clients, UBS crafts finely tailored financial advice that addresses what matters most.

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