David Walter Demarest - UBS Financial Services Inc. is a comprehensive wealth management firm based in Lexington, KY, specializing in providing tailored financial solutions for business owners and entrepreneurs. With a deep understanding of the unique challenges faced by business owners at every stage of the business life cycle, their experienced team offers strategic advice and guidance to optimize the value of companies and plan for future ventures.
Backed by the global resources and expertise of UBS, David Walter Demarest offers comprehensive services in financial planning, estate planning strategies, exit planning, business succession, and business owners investing. Their approach focuses on understanding clients' individual goals and needs, providing personalized solutions to help organize their financial life into three key dimensions: liquidity, longevity, and legacy.
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