Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • katherine

    Katherine Kakas

    Senior Client Associate

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    • AZ
    • CO
    • FL
    • GA
    • IL
    • IN
    • MI
    • NC
    • NY
    • OH
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          3601 Rigby Road
          Miamisburg, OH 45342
          kitty.kakas@ubs.com
          Katherine Kakas
          3601 Rigby Road,Miamisburg,OH,45342
        • lawrence

          Lawrence Hayes

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • FL
          • GA
          • IL
          • IN
          • KS
          • KY
          • MD
          • MI
          • MS
          • NC
          • NY
          • OH
          • PA
          • SC
          • SD
          • TN
          • TX
          • VA
          • WV
          • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              3601 Rigby Road
              Miamisburg, OH 45342
              lawrence.hayes@ubs.com
              Lawrence Hayes
              3601 Rigby Road,Miamisburg,OH,45342
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            Turn possibilities into a plan

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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

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            Global leader

            UBS is a leading and truly global wealth manager

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