Knowledge you can use

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.

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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.
- Bill Greco

The proof is in our numbers

100

Collective years of experience

4 billion

Assets under management

Our Team

Founded 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.

William Greco

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
CA License # 0D49688

William Greco is a Managing Director at UBS and leader of The Greco Wealth Management Group, a team of seven Financial Advisors who together manage over $4 billion in assets. William has over 30 years at the firm and was one of the early pioneers in developing cashless exercise programs for corporations.

The team specializes in advising Fortune 500 Companies on managing Equity Compensation plans. Their practice is also dedicated to helping corporate executives integrate their equity compensation into a comprehensive financial plan. In the process, Bill and his team have built a substantial wealth management business. They are nationally recognized in Forbes and Barron's for their industry knowledge and commitment to client satisfaction.

Bill earned his B.S. from Babson College in 1985, majoring in Finance, Investments and Quantitative methods. He is married and has three children. He is also a private pilot.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Hall of Fame, 2019
  The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022The 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.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Babson College, B.S. Finance, Investments, and Quantitative Methods
One State Street
Suite 1600
Hartford, CT 06103
Katelyn Tanner Greco

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
As the daughter of the team's leader, Bill Greco, you could say that wealth management is in Kate's blood. Observing her father's passion and enjoyment for his work over the course of her life is what initially sparked Kate's interest in the world of finance. Ultimately what solidified Kate's decision to join her father's team was her engagement in the investments class she completed her senior year at Babson College. Kate graduated magna cum laude from Babson College in 2013, where she completed her concentration in Finance and Economics.

After officially joining Greco Wealth Management in 2013, Kate has channeled her problem-solving skillset and knowledge of financial markets to help her clients alleviate concerns over the many moving parts of their financial pictures. Her detail-oriented nature allows her to help clients organize and understand the complexities of their financial lives and uncover opportunities that will strengthen a client's ability to achieve their long-term goals and protect their families. As a Corporate Stock Benefit Consultant, Kate has had the unique opportunity to develop a high level understanding of the complexities executives face when they are granted equity awards. This depth of knowledge allows her to help her clients maximize the value of their equity compensation through the management of concentrated position risk, development of disciplined sale plans, and deployment of tax minimization strategies.

While Kate commits herself to helping families achieve and maintain financial wellness, Kate also has a strong personal commitment to physical wellness. Outside of the office, Kate enjoys a diversified portfolio of physical fitness such as hiking and barre classes, and she also enjoys developing healthy recipes to cook for family and friends. Kate also enjoys spending her time travelling the world to feed her curiosity towards culture, food, and natural beauty.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Babson College, Finance and Economics, magna cum laude
One State Street
Suite 1600
Hartford, CT 06103
Martin Kearns

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Marty has been serving clients at UBS since 1992. As First Vice President, he has been able to work collaboratively within the Greco Wealth Management Group to develop and select investment portfolios to achieve client objectives. Before Marty's 25 years at UBS, he advised at E.F. Hutton and Smith Barney for 6 years.

Marty attended Colgate University as an undergraduate, receiving his Bachelor of Arts in 1977. As a sports enthusiast, he played basketball and club rugby at his University. He enjoys watching athletics, as well as taking on physical pursuits such as running and golfing. He resides in Glastonbury, Connecticut with his wife, Jenny, and their dog. Marty and Jenny have four children.
- Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Colgate University, B.A.
One State Street
Suite 1600
Hartford, CT 06103
Scott Thomas Timko

Senior Vice President–Wealth Management

Corporate Stock Benefit Consultant
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
- Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Corporate Stock Benefit Consultant
One State Street
Suite 1600
Hartford, CT 06103
Robin Anderson Jr.

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
CA Insurance Number 4105140

RJ works closely with Executives, Affluent Individuals, Business Owners and their families on developing financial strategies geared to meet their near-term and long-term financial goals and objectives. RJ finds building long-term relationships with clients the most rewarding aspect of his job. He provides proactive communication and functions as a liaison between clients and the vast financial advisory resources the team can access.

RJ graduated from Syracuse University, where he was Captain and four-year letterman for the football team. RJ currently resides in Wethersfield with his wife Jamie, and their children Carter and Harper.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Syracuse University
One State Street
Suite 1600
Hartford, CT 06103
Jane Page, CFP

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
CA Insurance License # 4139896

Jane began her career in 2004 and has since helped her clients manage their wealth through some of the most tumultuous periods of the financial markets. She joined UBS in 2013 after 5 years with Bank of America/Merrill Lynch and prior tenures at Morgan Stanley and Wells Fargo.

Her practice emphasizes comprehensive Wealth Management with a particular focus on financial planning: retirement and estate planning, education funding, corporate benefits and equity compensation planning, and the like.

Jane is FINRA registered and holds her Series 7 and 66 securities licenses, life/accident/health and variable annuity license, and is a Corporate Stock Benefit Consultant. She is also a CERTIFIED FINANCIAL PLANNER™ and holds the Accredited Wealth Management Advisor designation - both of which provide her with the ability to help her clients achieve their goals and objectives while ensuring confidence in each unique financial decision. Jane takes pride in providing clients with financial education and guidance.

Jane holds a bachelor's degree in History from Dickinson College. She has 3 children, 4 grandchildren and is a Board of Director member of Girls on the Run, Greater Hartford. She resides in West Hartford, CT where she was raised.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Dickinson College, History
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER™
- CA Insurance Number 4139896
One State Street
Suite 1600
Hartford, CT 06103

William Greco

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
CA License # 0D49688

William Greco is a Managing Director at UBS and leader of The Greco Wealth Management Group, a team of seven Financial Advisors who together manage over $4 billion in assets. William has over 30 years at the firm and was one of the early pioneers in developing cashless exercise programs for corporations.

The team specializes in advising Fortune 500 Companies on managing Equity Compensation plans. Their practice is also dedicated to helping corporate executives integrate their equity compensation into a comprehensive financial plan. In the process, Bill and his team have built a substantial wealth management business. They are nationally recognized in Forbes and Barron's for their industry knowledge and commitment to client satisfaction.

Bill earned his B.S. from Babson College in 1985, majoring in Finance, Investments and Quantitative methods. He is married and has three children. He is also a private pilot.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Hall of Fame, 2019
  The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022The 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.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Babson College, B.S. Finance, Investments, and Quantitative Methods
One State Street
Suite 1600
Hartford, CT 06103
Katelyn Tanner Greco

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
As the daughter of the team's leader, Bill Greco, you could say that wealth management is in Kate's blood. Observing her father's passion and enjoyment for his work over the course of her life is what initially sparked Kate's interest in the world of finance. Ultimately what solidified Kate's decision to join her father's team was her engagement in the investments class she completed her senior year at Babson College. Kate graduated magna cum laude from Babson College in 2013, where she completed her concentration in Finance and Economics.

After officially joining Greco Wealth Management in 2013, Kate has channeled her problem-solving skillset and knowledge of financial markets to help her clients alleviate concerns over the many moving parts of their financial pictures. Her detail-oriented nature allows her to help clients organize and understand the complexities of their financial lives and uncover opportunities that will strengthen a client's ability to achieve their long-term goals and protect their families. As a Corporate Stock Benefit Consultant, Kate has had the unique opportunity to develop a high level understanding of the complexities executives face when they are granted equity awards. This depth of knowledge allows her to help her clients maximize the value of their equity compensation through the management of concentrated position risk, development of disciplined sale plans, and deployment of tax minimization strategies.

While Kate commits herself to helping families achieve and maintain financial wellness, Kate also has a strong personal commitment to physical wellness. Outside of the office, Kate enjoys a diversified portfolio of physical fitness such as hiking and barre classes, and she also enjoys developing healthy recipes to cook for family and friends. Kate also enjoys spending her time travelling the world to feed her curiosity towards culture, food, and natural beauty.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Babson College, Finance and Economics, magna cum laude
One State Street
Suite 1600
Hartford, CT 06103
Martin Kearns

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Marty has been serving clients at UBS since 1992. As First Vice President, he has been able to work collaboratively within the Greco Wealth Management Group to develop and select investment portfolios to achieve client objectives. Before Marty's 25 years at UBS, he advised at E.F. Hutton and Smith Barney for 6 years.

Marty attended Colgate University as an undergraduate, receiving his Bachelor of Arts in 1977. As a sports enthusiast, he played basketball and club rugby at his University. He enjoys watching athletics, as well as taking on physical pursuits such as running and golfing. He resides in Glastonbury, Connecticut with his wife, Jenny, and their dog. Marty and Jenny have four children.
- Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Colgate University, B.A.
One State Street
Suite 1600
Hartford, CT 06103
Scott Thomas Timko

Senior Vice President–Wealth Management

Corporate Stock Benefit Consultant
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
- Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Corporate Stock Benefit Consultant
One State Street
Suite 1600
Hartford, CT 06103
Robin Anderson Jr.

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
CA Insurance Number 4105140

RJ works closely with Executives, Affluent Individuals, Business Owners and their families on developing financial strategies geared to meet their near-term and long-term financial goals and objectives. RJ finds building long-term relationships with clients the most rewarding aspect of his job. He provides proactive communication and functions as a liaison between clients and the vast financial advisory resources the team can access.

RJ graduated from Syracuse University, where he was Captain and four-year letterman for the football team. RJ currently resides in Wethersfield with his wife Jamie, and their children Carter and Harper.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Syracuse University
One State Street
Suite 1600
Hartford, CT 06103
Jane Page, CFP

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
CA Insurance License # 4139896

Jane began her career in 2004 and has since helped her clients manage their wealth through some of the most tumultuous periods of the financial markets. She joined UBS in 2013 after 5 years with Bank of America/Merrill Lynch and prior tenures at Morgan Stanley and Wells Fargo.

Her practice emphasizes comprehensive Wealth Management with a particular focus on financial planning: retirement and estate planning, education funding, corporate benefits and equity compensation planning, and the like.

Jane is FINRA registered and holds her Series 7 and 66 securities licenses, life/accident/health and variable annuity license, and is a Corporate Stock Benefit Consultant. She is also a CERTIFIED FINANCIAL PLANNER™ and holds the Accredited Wealth Management Advisor designation - both of which provide her with the ability to help her clients achieve their goals and objectives while ensuring confidence in each unique financial decision. Jane takes pride in providing clients with financial education and guidance.

Jane holds a bachelor's degree in History from Dickinson College. She has 3 children, 4 grandchildren and is a Board of Director member of Girls on the Run, Greater Hartford. She resides in West Hartford, CT where she was raised.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Dickinson College, History
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER™
- CA Insurance Number 4139896
One State Street
Suite 1600
Hartford, CT 06103

Connecting you to the deep resources of UBS

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.

How we work

Our approach is comprehensive: we gather insights about your unique personal and financial situation so that we can build an individually tailored plan.

At the same time, we understand that exemplary service is essential to a successful relationship. Our team has developed a systematic client service strategy driven by technology and a dedicated support staff to proactively manage the relationship we build with you.

What we do

What's special about UBS?

With a 150-year history, UBS is connected to the global economy like no other wealth manager, uniquely integrated into cultures, markets and economies around the world.

EWC Partners advantage is exceptional boutique service with the unmatched global resources of UBS that can help you take full advantage of new opportunities.

Representing over 100 years of combined financial planning and investment experience

Create a better future. Together.

Five reasons we should have a conversation today

Equity compensation is complex, we can help you understand it
You’ve worked hard for your money, now we can help your money work harder for you
You benefit from the resources of one of the world’s largest wealth management firms
With the market changing day by day, the time is now to have an experienced wealth manager on your side
We want to see you achieve your goals as much as you do

Let's talk

Backed by the strength of UBS

A global leader in wealth management

^$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

Knowledge you can use

The proof is in our numbers

Our Team

William Greco

Katelyn Tanner Greco

Martin Kearns

Scott Thomas Timko

Robin Anderson Jr.

Jane Page, CFP