Insight-based advice

Lift ascending the mountains

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

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    Mark Roukas

    Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • FL
    • IN
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • WA

          760 SW 9th Street
          Suite 2450
          Portland, OR 97205
          mark.roukas@ubs.com
          Mark Roukas
          760 SW 9th Street,Portland,OR,97205

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        Managing wealth is our craft

        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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