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What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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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.

  • Grantham Myers

    Grantham Myers, CFP®, CPWA®

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
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    • LA
    • MA
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    • MI
    • MT
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    • NV
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    • WA
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    • WY

    Grant is a Certified Private Wealth Advisor® having successfully completed a rigorous program of study at the University Of Chicago Booth School Of Business.   The CPWA designation is an advanced credential designed for wealth managers who advise ultra-high-net-worth clients.  Grant is also a Certified Financial Planner™ and oversees the team's financial planning process. He specializes in implementing wealth management strategies for ultra-high net worth individuals and families. His process-driven approach provides a high level of flexibility and ensures that client goals are the primary drivers of their portfolio allocations. Grant also manages a model equity portfolio that can include individual equities, exchange-traded funds and mutual funds. 

    A native of Washington D.C., Grant has nearly two decades of industry experience.  Prior to joining UBS in 2008, he practiced as a Certified Financial Planner® with Morgan Stanley beginning in 2002.  In 2000 before becoming an investment professional, Grant applied his biochemistry and scientific background working on the Human Genome Project at Celera Genomics in Rockville, MD. Grant received his Bachelor of Science from Dickinson College

    • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Dickinson College, B.S.
    • Private Wealth Advisor
    • Certified Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Portfolio Manager
    • Wealth Advisor
    1501 K Street North West
    Suite 1100
    Washington, D.C., DC 20005
  •  Stephen Gammicchia

    Stephen Gammicchia

    Wealth Management Associate

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • RI
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WY

    Steve focuses on providing exceptional service to our clients. He is responsible for team operations and executing client requests including fund transfers, order entries and account maintenance. Steve is also responsible for scheduling, organizing and documenting client meetings.

    Steve has over 35 years of industry experience, including 12 at UBS. Prior to joining UBS in 2009, Steve was a vice president in the alternative investment department at Ferris, Baker Watts, Inc. He holds Series 7, 66 and 31 securities licenses. Steve received his B.F.A. from Wayne State University in Detroit, MI.

      • Wayne State University, B.F.A.
        1501 K Street North West
        Suite 1100
        Washington, D.C., DC 20005

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