For the business owner and affluent families

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.

Women-multigen family

Sarah Clark

Financial Advisor

Registered States:
  • AL
  • CA
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • WV

Financial planning
Retirement planning
Investing
Asset allocation
Alternative investments
Banking
Women investors
Business Owners
307 South Ashland Avenue
Lexington, KY 40502

Email Me

Sarah Clark is also part of:
Paradigm Partners

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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A leading global wealth manager

Helping women take charge

Helping women take charge

Business Owner in entryway

Advice for business owners & entrepreneurs

cover art of women's document

Women, wealth and well-being

The challenges women breadwinners face embracing their financial clout

Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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