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
    • DE
    • FL
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MO
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TX
    • 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

              Home Worker KY
              Home Worker KY, KY 000
              denise.white@ubs.com
              Sharon Denise White
              Home Worker KY,Home Worker KY,KY,000
            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

            Texas

            Donor-advised funds

            Year-end charitable giving

            As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

            For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $6.9 trn

            UBS Group invested assets
            As of 10/29/2025

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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