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

              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

            House View Monthly

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            A leading global wealth manager

            UBS Year Ahead 2025

            Roaring 20s: The next stage

            Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

            A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

            Read 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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