A plan for today, tomorrow and generations to come

Family photos on shelf

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.

Three people sitting in 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.

  • Marc-Jackowitz

    Marc Jackowitz

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CT
    • DE
    • FL
    • GA
    • IN
    • KY
    • LA
    • MA
    • MD
    • MO
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA
    • WA

        • Senior Portfolio Manager
        500 N Hurstbourne Pkwy
        Suite 300
        Louisville, KY 40222
        marc.jackowitz@ubs.com
        Marc Jackowitz
        500 N Hurstbourne Pkwy,Louisville,KY,40222
      • Sharon-White

        Sharon Denise White

        Senior Vice President–Wealth Management

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        • AZ
        • CT
        • DE
        • GA
        • IN
        • KY
        • MA
        • MD
        • MO
        • NJ
        • OH
        • PA
        • TX

              500 N Hurstbourne Pkwy
              Suite 300
              Louisville, KY 40222
              denise.white@ubs.com
              Sharon Denise White
              500 N Hurstbourne Pkwy,Louisville,KY,40222

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            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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