Let's move forward. Together.

Observatory on mountain top

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.

  • Nick

    Nicholas Ruch, CFP®, CEPA®, CPWA®

    Account Vice President

    Financial Advisor

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    • AK
    • AR
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • MI
    • MN
    • NJ
    • NV
    • NY
    • OH
    • OK
    • RI
    • SC
    • TN
    • TX
    • VA

    Nicholas is driven by making a difference in the lives of others which led him to a career built on creating better outcomes for the families he serves. As a Financial Advisor on the team, he is committed to enhancing the relationships and impact we have with clients. Leveraging his deep knowledge of retirement, tax and estate planning opportunities, he enjoys guiding clients as they navigate the complexities of building, protecting, and passing on substantial wealth to their families.

    He enjoys taking on new challenges and is dedicated to seeking the latest knowledge & tactics to help clients achieve their goals & vision. Over the course of his career, he has earned the Certified Financial Planner™ designation, the Certified Exit Planning Advisor® designation, and most recently the Certified Private Wealth Advisor® designation.

    Prior to his role on the team, he spent 3 years as the UBS Cincinnati Market’s Wealth Planning Analyst (WPA). As a WPA his clients were the firm’s financial advisors, with whom he partnered to lead their team’s financial planning process. The time spent in this role helped shape his belief that the best relationships are created by asking the right questions, and developing & executing a strategy focused on achieving purposeful, desired outcomes.

    Nicholas graduated from The Ohio State University's Fisher College of Business with a B.S. in Business Administration with specializations in Finance and Information Systems. Additionally, he was involved in OSU’s Student Financial Planning Association and the Sigma Chi Fraternity. He currently lives in Newport, KY with his wife Brittany, daughter Elena, and dog Luca. In his free time he enjoys exploring his home town of Cincinnati, traveling, spending time with family and friends, and exercising.

    CA License: 2114178

          8044 Montgomery Road
          Suite 100W
          Cincinnati, OH 45236

        Connecting you to the deep resources of UBS

        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

        Business transition and succession planning

        Goals-based planning

        CIO House View monthly livestream

        Focus on liquidity management


        UBS and Credit Suisse—stronger than ever

        Business Planning–Accelerate your value

        CEPA® Value Acceleration Process

        The Value Acceleration Process provides a framework to help business owners with Business Transition Planning.

        Backed by the strength of UBS

        A global leader in wealth management


        Serving Business Owners

        Euromoney Private Banking and Wealth Management Survey, 2020


        for High Net-Worth clients

        Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022


        Serving the next generation

        Euromoney Private Banking and Wealth Management Survey, 2020-2022