Serge Permyakoff
Continuity at the core: Building long-term, trust-based relationships is at the heart of my approach. With over 20 years of experience and a focus on comprehensive wealth planning, I am dedicated to walking alongside you as we work toward the future you dream about—whether that means expanding a family business, securing a comfortable retirement or creating a lasting legacy.
A partner in your wealth journey: I believe in fostering a collaborative, transparent relationship in which clear communication and strategic advice foster positive results. My wealth planning and credit background allows me to address multifaceted needs and navigate complex financial landscapes with care, insight and an unwavering commitment to your long-term success.
Backed by professional resources: Drawing on the full capabilities of J.P. Morgan, I offer personalized guidance tailored to your needs. From private banking and sophisticated lending products to strategic wealth management, I ensure that every aspect of your financial life is addressed—resulting in a holistic approach to portfolio management, wealth planning and credit strategies.
The benefits of experience: Whether your goal is expanding wealth, implementing tax-aware strategies, or structuring your estate for future generations, I leverage my knowledge and J.P. Morgan's full resources to help you pursue your objectives with confidence and clarity.
- Investment management
- Fixed income and equity approaches
- Private Banking
- Complex lending strategies
- Cash management
- Trusts and estates
- Retirement planning
- Philanthropic guidance
- Legacy planning
Meet Our Team
Insights
Planning for separation or divorce
November 12, 2026Make sure to plan for all potential outcomes.Read Now
New year, new perspective (on your financial future)
November 12, 2026The new year can set the stage for new beginnings. If you are looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
Planning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
How the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read Now
How to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read Now
A guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read Now
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read NowPlanning for separation or divorce
November 12, 2026Make sure to plan for all potential outcomes.Read NowNew year, new perspective (on your financial future)
November 12, 2026The new year can set the stage for new beginnings. If you are looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowPlanning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowHow the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read NowHow to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read NowA guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read NowThe blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read NowLeaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read NowA loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now