Let's move forward. Together.

Adrienne Hart

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

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    Adrienne Hart

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • IN
    • KY
    • MD
    • MN
    • NJ
    • OH
    • PA
    • TX
    • VA
    • WI

          8801 River Crossing Blvd
          4th Floor
          Indianapolis, IN 46240
          adrienne.hart@ubs.com
          Adrienne Hart
          8801 River Crossing Blvd,Indianapolis,IN,46240
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          Wendee Maniago

          Senior Client Associate

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          • CA
          • FL
          • IL
          • IN
          • NY
          • OH

                8801 River Crossing Blvd
                4th Floor
                Indianapolis, IN 46240
                wendee.maniago@ubs.com
                Wendee Maniago
                8801 River Crossing Blvd,Indianapolis,IN,46240
              Three generations in apple orchard

              Turn possibilities into a plan

              House View Monthly

              Mountain climbers on peak at sunrise

              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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