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.

Four people meeting in glass office

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
        Three generations in apple orchard

        Turn possibilities into a plan

        House View Monthly

        Mountain climbers on peak at sunrise

        A leading global wealth manager

        White House

        ElectionWatch 2024

        24 questions for the '24 US election

        Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

        The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

        Download the report

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $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

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