Brian Sauer

Brian is a fourth-generation Houstonian. With more than 20 years of investment management experience, he has earned the UBS business designation of Family Office Consultant for his focus on helping exceptional families. He specializes in financial planning, portfolio management and asset allocation. 

Working directly with a diverse group of successful entrepreneurs and business owners going through the sale or transition of their business, Brian has extensive experience with private equity and uncommonly complex investment needs. Brian believes that clients are friends, first and foremost. Serving as the team lead on legacy and multigenerational planning, he creates, reviews and tracks comprehensive wealth plans and builds highly customized financial strategies. 

Life  
Brian is an active member of the Houston community and is an involved parent. 

Brian and his wife are active in Small Steps Nurturing Center, an organization that operates two preschools for economically at-risk children living in the Fifth Ward and surrounding areas of inner-city Houston, TX. The organization provides two- to six-year-old children a high-quality education, social and emotional support, transportation and nutritious meals in a nurturing Christian environment. 

He serves on the University of Texas Medical Branch Development Board in Galveston and on the board of directors for the Galveston Bay Foundation. Brian is also ambassador of the Congaree Golf Foundation, which provides resources for educational and vocational mentorship opportunities to help shape the lives of underserved and ambitious youths who share a passion for golf. 

Brian and his wife, Stephanie, have two children, Lindsay and Hunter. 
 
“I consider myself an entrepreneur. So when it comes to seeing my clients’ big picture and helping them pursue their goals, I understand the entrepreneurial drive.”
– Brian Sauer