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 Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • Samford University, Juris Doctorate
    • Samford University, MBA
    • Transylvania University, B.A.
    • Chartered Financial Consultant
    307 South Ashland Avenue
    Lexington, KY 40502

What did the Fed say?

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

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager