Let's move forward. Together.

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Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.

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David A. Lachowski, CRPS, ChFC

Vice President–Wealth Management

Senior Retirement Plan Consultant

Registered States:
  • CA
  • ID
  • IL
  • MI
  • MT
  • NC
  • NV
  • OR
  • PR
  • TN
  • TX
  • UT
  • WA


  • Senior Retirement Plan Consultant
  • Chartered Retirement Plans Specialist
  • Chartered Financial Consultant
5285 SW Meadows Road
Suite 270
Lake Oswego, OR 97035
  • (503) 603-1236

Email Me

Are markets going "Back to the Future"?

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.

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