Let's move forward. Together.

Our mission is to help provide integrated solutions to all aspects of your wealth management—delivered with the highest level of service and integrity. We know, one size doesn’t fit all, and our team incorporates our ideas into a custom portfolio tailored to your specific priorities and objectives. We pride ourselves in helping our clients navigate and streamline the complexities that substantial wealth brings. 

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Daniel Hintz

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • CA
  • CO
  • FL
  • IL
  • IN
  • KY
  • MI
  • NC
  • NJ
  • NY
  • OH
  • SC
  • TX
  • VA
  • WA
  • WI
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
  • (317) 816-1814

Email Me


Modern Retirement Monthly

3 strategies to improve your after-tax wealth potential

Taxes can be a burden in retirement, but you have options to manage them. Read the latest Modern Retirement Monthly to learn how you can make the most of your retirement savings using strategies such as Roth conversions, life insurance and qualified charitable distributions.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager