Let's move forward. Together.

Generational Family on Beach

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Charles "Chuck" Heare

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • FL
    • GA
    • KS
    • LA
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OK
    • TX
    • WY

      • Lamar University
      • Wealth Advisor
      3450 Dowlen Road, Suite A
      Suite A
      Beaumont, TX 77706

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    UBS and Credit Suisse—stronger than ever

    Managing wealth is our craft

    We’re committed to understanding what wealth means for you.

    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

    Backed by the strength of UBS

    A global leader in wealth management

    $5+ trillion

    In invested assets globally 
    As of 11/07/2023

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager

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