Lasting relationships

Understanding what matters most to you


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.

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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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    Matthew Fresca

    Branch Manager

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    • AZ
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MI
    • MO
    • NC
    • NY
    • OH
    • PA
    • SC
    • TN
    • VA
    • WA
    • WV

    Matt Fresca has over 15 years of wealth management experience helping clients reach their financial goals. In terms of his professional credentials, Matt is a FINRA-Registered General Securities Representative, Registered Investment Advisor Representative, and holds life insurance and variable annuity licenses. He has also received the CERTIFIED FINANCIAL PLANNER™ designation. Matt received his Juris Doctorate (JD) and MBA from Samford University. He also received his B.A from Transylvania University. Matt is a member of the Kentucky Bar Association.

    • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
    • Samford University, Juris Doctorate
    • Samford University, MBA
    • Transylvania University, B.A.
    • Chartered Financial Consultant
    307 South Ashland Avenue
    Lexington, KY 40502
Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Are you ready for anything?

A Liquidity strategy can help.

In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

Backed by the strength of UBS

A global leader in wealth management

$3.3 trillion

In invested assets globally 
As of 12/31/2021

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager