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

        • Senior Portfolio Manager
        500 N Hurstbourne Pkwy
        Suite 300
        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

            The Year Ahead - Sustainable Investing

            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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