Adviser Team With Nearly $500M Joins Ameriprise Financial From UBS
Financial advisers Chuck Heare, Ross Heare, CFP, Tommy Goth and Jennifer Goth-Castillo, recently joined the independent channel of Ameriprise Financial Inc. (NYSE:AMP) from UBS Financial Services Inc. in Beaumont, Texas, managing over $480 million in client assets.
The team – comprised of father-son and father-daughter duos – was formerly known as Goth Heare Wealth Management Group. They join Q5 Wealth Management, an established Ameriprise practice led by managing partners Omar Bitar, Jeremy Saba, Mike Persia, Ed Persia, APMA, and Brad Klein. Q5 transitioned their practice from UBS to Ameriprise in 2024.
The two teams worked closely at UBS for many years before Q5 Wealth Management moved to Ameriprise last year. Soon after Q5’s transition, the Goth Heare Wealth Management Group reached out to learn more about the transition.
Goth Heare Wealth Management Group cited a legitimate client-first culture and having the freedom to build out a support model as what drew them to Ameriprise and Q5 Wealth Management.
“We were looking for a firm and team that prioritizes clients above all else and is not encumbered by the traditional Wall Street investment bank or wirehouse culture,” said Ross Heare. “At Ameriprise, the firm’s client-centric philosophy, integrated technology, and depth of resources helps us truly focus on serving our clients and put their needs first.”
Goth added, “The ability to easily employ support staff was also a big draw for us. We now have the autonomy to build a team and service model that’s tailored to our clients’ needs – allowing us to deliver a more consistent and efficient client experience.”
Tiffany Barber, client service assistant, also made the transition to Q5 with the Goth Heare Wealth Management Group.
Less than a year after joining Ameriprise with an eye toward growth, Q5 Wealth Management has expanded significantly – adding six financial advisers to the practice. In addition to the recent arrival of the Goth Heare Wealth Management Group, the team has welcomed Scott Guptill, who came on board with $100 million in client assets from Morgan Stanley and Kurtis Bell, who joined from LPL Financial with $25 million in client assets.
Today, Q5 Wealth Management includes 11 financial advisers and seven support staff who manage over $1.9 billion in client assets. Ameriprise has continued to attract experienced advisers, with approximately 1,700 joining the firm in the last five years.
“Ameriprise has been incredibly supportive in our ambitious goals to grow our practice and ultimately bring more value to the clients we serve,” said Omar Bitar, financial adviser and managing partner of Q5 Wealth Management. “The firm’s integrated technology capabilities, vast product lineup and supportive leadership structure have made it possible for us run a thriving practice that’s centered on creating an incredible experience for both advisers and clients.”
The team is supported locally by Logan Clipp, Ameriprise franchise field vice president, and Tres Rouquette, Ameriprise regional vice president.
Last month, private wealth advisory practice Allegiant Private Wealth also joined Ameriprise, bringing more than $300 million in assets. The practice, located in Ocean City, Md., is led by Christine Selzer, CFP, private wealth adviser, and includes Brian Selzer, CRPC, and Brody Grove, CFP, also private wealth advisers. The team came from Merrill Lynch and cited greater independence and a stronger emphasis on investment management aligned with comprehensive financial planning as its reasons for transitioning.
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