Financial Advisors
Corpus Christi, TX
Kasiri Wealth Management is a UBS Financial Services advisory practice in Corpus Christi offering comprehensive wealth management, investment management, and financial planning services. The team works with individuals and families to build personalized financial strategies aligned with their long-term goals. As part of UBS, a global financial services leader, they provide access to institutional-grade investment solutions and professional advisory services.
Ideal for: Affluent individuals, families seeking comprehensive wealth management, business owners planning for succession
Service area: Corpus Christi and surrounding South Texas region
UBS Platform Access: Clients benefit from UBS's global research, institutional investment products, and integrated financial services capabilities.
Personalized Strategy: The team develops customized financial plans tailored to individual circumstances, risk tolerance, and life goals.
Address: North Tower, 800 N Shoreline Blvd # 160, Corpus Christi, TX 78401
Phone: (361) 886-4501
Website: advisors.ubs.com
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