Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

  • Kristin Popovic

    Kristin Popovic

    Executive Director

    Branch Manager

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    • AL
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          8801 River Crossing Blvd
          4th Floor
          Indianapolis, IN 46240
        • Scott E. Troutman

          Scott Troutman

          Director

          Admin Manager

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          • IN
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                8801 River Crossing Blvd
                4th Floor
                Indianapolis, IN 46240

              The Year Ahead - Sustainable Investing

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

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