The Face of Wealth Management
AG & Associates / UBS Wealth Management
61 South Paramus Rd., Paramus, NJ 07652 | 201.556.2830 | www.advisors.ubs.com/ag-associates/
Greg Amerkanian, CFP®, CIMA®, CRPC® and Michael Gogliormella have been working with high-net-worth families and individuals to develop financial strategies that consider their goals, address priorities, and protect wealth for over 30 years and 20 years respectively. After a thorough financial analysis, they provide a diagnosis and comprehensive plan that aligns with their client’s different phases of life and builds investment strategies that are resilient to economic times and our evolving environment.
Their entire team knows 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—they utilize strategies that focus on liquidity management, asset preservation, estate planning strategies and retirement forecasting. Their practice also counsels small-to-medium sized companies, not-for-profit institutions and charitable endowments to manage their financial portfolios. Both Greg and Mike are very involved in several charitable and non-profit organizations within the Bergen County community, and Greg is also a member of the Financial Planning Association and the Investments & Wealth InstituteTM.
Backed by UBS, a leader in wealth management, AG & Associates offer honest, experienced, and open guidance that helps clients understand and navigate every stage of their financial journey and achieve the financial future they envision for themselves and for generations of loved ones to come.
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