The Face of Wealth Management
Gregory Amerkanian, CFP®, CIMA®, CRPC® Senior Vice President-Wealth Management | UBS Financial Services Inc.
For 30 years, Greg Amerkanian has been helping high-net-worth families and individuals develop financial strategies that consider their goals, address priorities and help preserve wealth. After a thorough financial analysis, Greg develops a comprehensive plan that aligns with his client’s different stages of life that includes investment strategies that are designed to be resilient to economic times and our evolving environment.
Greg recognizes that to instill trust and confidence, a lasting relationship starts with good listening. Depending on where you are in life—accumulation to distribution to preservation—he employs strategies that focus on liquidity management, asset preservation, estate planning strategies and retirement preparation. Greg also provides guidance to small-to-medium sized companies, not-for-profit institutions and charitable endowments to help manage their financial portfolios. Greg is very involved in several charitable and non-profit organizations within his community, and is also a member of the Financial Planning Association and the Investments & Wealth InstituteTM.
Backed by UBS, a leader in wealth management, Greg and his team offer honest, experienced and open guidance to help clients understand and navigate every stage of their financial journey and pursue the financial future they envision for themselves and for generations of loved ones to come.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S. CIMA® is a registered certification mark of the Investment Management Consultants Association, Inc. in the United States of America and worldwide. For designation disclosures visit https://www.ubs.com/us/en/designation-disclosures.html
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