Insight for every stage of your business

The proof is in our numbers

93

Collective years of experience

8

Investment professionals on the team


Our captive investment management team offers customized asset allocation for your captive insurance company’s operating, pledge and 114 trust accounts utilizing institutional-quality asset managers. Our goal is to provide the best investment advice, taking into consideration the captive’s liquidity needs, domicile requirements, trust requirements and asset/liability matching.

With over 20 years of experience in captive insurance investments, we are not only well-positioned to provide highly specialized guidance, but also to directly access and execute solutions with ease and efficiency. Implementation includes:

  • Strategic asset allocation
  • Investment manager search and selection
  • Automatic rebalancing
  • Manager oversight and due diligence
  • Daily portfolio risk analysis
  • Reporting
Four people meeting in glass office

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.

  • Leslie Lauer

    Leslie A. Lauer, FOC, CFP, ChFC, CEPA

    Financial Advisor

    Private Wealth Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    A leader in the wealth management industry for business owners and exceptional families. She has dedicated her career to advising business owners on their succession options, including Employee Stock Ownership Plans (ESOPs). Today, as a multi-credentialed member of The ESOP Group, Leslie continues to work closely with business owners and their families. With more than 30-years of expertise, she and her team are uniquely qualified to assist clients on all aspects of tax, estate and retirement planning, asset allocation, insurance solutions, lending and strategic philanthropy. Leslie advises a number of corporate client relationships as well, providing them with cash management, executive compensation and captive insurance company asset management.

    Family Office Consultant (FOC)
    While Leslie’s extensive ESOP, captive insurance company asset management and corporate experience has helped differentiate her within the industry, she has expanded her work with family offices that could benefit from her investment and planning insight. Leslie is among a select group of Financial Advisors who have earned the UBS business designation of Family Office Consultant (FOC). She has undergone rigorous training to strengthen her knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth clients and their families. Leslie understands the complexities of intergenerational wealth and the challenges faced by exceptional clients. She aligns their specific needs to the full suite of UBS capabilities to help them pursue their most important goals.

     

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Women Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
    • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes America's Top Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • Private Wealth Advisor
      Terminus 100
      3280 Peachtree Road NE
      Atlanta, GA 30305
    • T. Tyler Holocher Profile Photo

      Tyler Holocher, CFP, CEPA

      Financial Advisor

      Vice President–Wealth Management

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI

          • Vice President–Wealth Management
          8044 Montgomery Road
          Suite 100W
          Cincinnati, OH 45236
        • Michael McCluskey III Profile Photo

          Michael McCluskey III, CFP, CEPA

          Authorized Officer

          Senior Wealth Strategy Associate

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          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • IL
          • IN
          • KY
          • MA
          • MD
          • MI
          • MN
          • MO
          • NC
          • NJ
          • NV
          • NY
          • OH
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WI

          Mike started his career at UBS in 2008 after graduating with a degree in Finance and Management from the University of Kentucky. In his time with UBS Mike has achieved the Certified Financial Planner™ (CFP®) and the Certified Exit Planning Advisor (CEPA®) designations, and graduated with an MBA from Xavier University. After passing Level I, he is currently working on Level II of the Chartered Financial Analyst (CFA) curriculum.

          Mike volunteers his time as a Board Member of CASA for Kids Northern Kentucky.
          Mike and his wife, Maggie, live in Fort Thomas, Kentucky and have two kids, Michael IV (Mac) and Everette (Evie).

                8044 Montgomery Road
                Suite 100W
                Cincinnati, OH 45236
              • Ashley Boone Profile Photo

                Ashley Boone

                Client Associate

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                  Ashley joined UBS in July of 2017. Prior to joining 3 Point Legacy Advisors, Ashley was Branch Manager and Retail Officer of a local bank for 7 years and has 10 years of experience in the financial industry. She helps manage client service, operational needs and provides administrative support primarily for our Captive Insurance Business.

                  Outside of work, Ashley enjoys RV traveling, boating, fitness, sports and the outdoors. She also enjoys volunteering with the Juvenile Diabetes Research Foundation.
                  Ashley lives in Union, Kentucky with her husband Chris, and their daughter Whitney.

                        8044 Montgomery Road
                        Suite 100W
                        Cincinnati, OH 45236
                      • Megan Watts Profile Photo

                        Megan Watts

                        Client Associate

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                        • AZ
                        • CA
                        • CO
                        • DE
                        • FL
                        • IL
                        • IN
                        • KY
                        • MI
                        • MN
                        • NC
                        • NJ
                        • NY
                        • OH
                        • PA
                        • SC
                        • TX
                        • VT
                        • WI

                        Megan began her career at UBS Financial Services in June of 2014 after graduating from Miami University where she earned her Bachelor's degree in Finance.  Megan provides our clients with operational and administrative support on a day-to-day basis. She holds her Series 7 and Series 66 licenses.

                        Outside of work, Megan enjoys playing volleyball, being outdoors and spending time with friends and family.  Megan and her husband Josh live in West Chester, Ohio with their son Weston.

                              8044 Montgomery Road
                              Suite 100W
                              Cincinnati, OH 45236

                            A focus on personalized access and service

                            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                            Advice for business owners and entrepreneurs

                            Advice for business owners and entrepreneurs

                            Business transition and succession planning

                            Business transition and succession planning

                            A team approach

                            A team approach

                            Legacy—Wealth for others

                            For needs that go beyond your own—to help you improve the lives of others

                            What will your legacy be?
                            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                            Learn more at ubs.com/wealthway.

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