A plan for today, tomorrow and generations to come

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • peter

    Peter Gundy, CFP, CRPC

    Senior Vice President–Wealth Management

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    • AL
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    California Insurance License Number 0F66809

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • California Insurance License # 0F66806
      8801 River Crossing Blvd
      4th Floor
      Indianapolis, IN 46240
    • jason

      Jason Murdock

      Senior Vice President–Wealth Management

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      • AL
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      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
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      • IA
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      • KY
      • MA
      • MD
      • MI
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      • NC
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      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA
      • WI
      • WY

      California Insurance License Number 0F66813

      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          8801 River Crossing Blvd
          4th Floor
          Indianapolis, IN 46240
        • darin

          Darin Etchison

          Senior Vice President–Wealth Management

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • HI
          • IA
          • IL
          • IN
          • KS
          • KY
          • MA
          • MD
          • MI
          • MN
          • MO
          • NC
          • NE
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI
          • WY

          California Insurance License Number 0F66806

          • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              8801 River Crossing Blvd
              4th Floor
              Indianapolis, IN 46240
            • rachel

              Rachel Orlando, CFP

              Vice President–Wealth Management

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              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • FL
              • GA
              • HI
              • IA
              • IL
              • IN
              • KS
              • KY
              • MA
              • MD
              • MI
              • MN
              • MO
              • NC
              • NE
              • NJ
              • NM
              • NY
              • OH
              • OR
              • PA
              • SC
              • TN
              • TX
              • VA
              • WA
              • WI
              • WY

              California Insurance License Number 0K97313

              • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                  8801 River Crossing Blvd
                  4th Floor
                  Indianapolis, IN 46240
                • brenda

                  Brenda Dages

                  Senior Client Associate

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                  • DC
                  • FL
                  • IL
                  • IN
                  • MI
                  • NY

                        8801 River Crossing Blvd
                        4th Floor
                        Indianapolis, IN 46240
                      • jyene

                        Jynene Fry

                        Senior Client Associate

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                        • DC
                        • FL
                        • IL
                        • IN
                        • MI
                        • NY

                              8801 River Crossing Blvd
                              4th Floor
                              Indianapolis, IN 46240

                            The circular economy: What is it?

                            Retirement planning

                            Retirement planning

                            Multigenerational planning

                            Multigenerational planning

                            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

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager

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