$2.8 trillion
In invested assets globally
As of 06/30/2022
At Fasi Greco Wealth Management, we understand how families make decisions—at home and in the office—and the emotions that come with owning, growing and ultimately deciding to step away from your business.
That’s why we work with you and your family throughout the decision-making process to help you develop a tailored plan for managing change by aligning your personal, business and financial objectives, including important estate planning considerations.
Our top priority is helping you leave a meaningful and lasting legacy. We achieve this by offering experienced perspective and a unique generational planning approach to guide you confidently toward your life’s goals.
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.
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Start by building a strategy based on the resources and needs over the course of your life.
Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.
$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
