100
Collective years of experience
The Greco Wealth Management Group provides personalized wealth management and financial planning services to executives of public corporations and their families. For over 25 years we have been helping busy executives understand the complexities and benefits of their corporate compensation plans and how to manage them in a way that enhances their overall financial well-being. In addition, we work closely with corporations to manage their equity-based compensation plans using comprehensive strategies we helped pioneer at UBS.
Five reasons we should have a conversation today
We view each client’s entire financial picture as a puzzle, and the way we put all the pieces together is problem-solving at its best. We use all the resources of our team to deliver comprehensive solutions.
100
Collective years of experience
4 billion
Assets under management
Formed in 1992 by Managing Director William J. Greco, The Greco Wealth Management Group has grown to eight investment advisors supported by a team of committed client service associates.
Our unique structure offers clients a one-on-one relationship with a dedicated financial advisor while our process offers ongoing access to the intellectual capital and experience of our entire team. In that way, we treat you as an individual and we foster an environment that keeps you engaged and educated in the manner most appropriate to your needs and situation.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Corporate Stock Benefit Consultant
Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Director
Team Administrator
Client Associate
Senior Client Associate
Client Associate
Authorized Officer
Senior Client Associate
Executive Director
Financial Advisor
Wealth Strategy Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Corporate Stock Benefit Consultant
Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Director
Team Administrator
Client Associate
Senior Client Associate
Client Associate
Authorized Officer
Senior Client Associate
Executive Director
Financial Advisor
Wealth Strategy Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
