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.

Adult couple on cell phone

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.

  • Scott E. Troutman

    Scott Troutman

    Director

    Admin Manager

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DC
    • FL
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NV
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • WA

          8801 River Crossing Blvd
          4th Floor
          Indianapolis, IN 46240
          scott.troutman@ubs.com
          Scott Troutman
          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

        Insights

        This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

        Go to privacy settings