Lasting relationships. For all that matters

Train along mountain range

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.

  • Matt McGee

    Matt McGee

    Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
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    • NC
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    • SC
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    • TN
    • TX
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    • WA
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    • WV
    • WY

          8801 River Crossing Blvd
          4th Floor
          Indianapolis, IN 46240
          matt.mcgee@ubs.com
          Matt McGee
          8801 River Crossing Blvd,Indianapolis,IN,46240
        • Scott E. Troutman

          Scott Troutman

          Director

          Admin Manager

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          • IN
          • KY
          • OH

                8801 River Crossing Blvd
                4th Floor
                Indianapolis, IN 46240
                scott.troutman@ubs.com
                Scott Troutman
                8801 River Crossing Blvd,Indianapolis,IN,46240
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              Turn possibilities into a plan

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              A leading global wealth manager

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              Clarity in a rapidly changing world

              We’re here to help guide you through uncertain times

              Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

              Let’s create a path together so you can move forward with confidence, no matter what comes next.

              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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