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.

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
            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

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            ElectionWatch 2024

            24 questions for the '24 US election

            Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

            The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.9+ trn

            UBS Group invested assets
            As of 06/30/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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