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
Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services:
- Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions
- Family Philanthropy to initiate and/or elevate your giving and create meaningful change
- Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more
- Outsourced Family Office for support with the management of the family's financial and administrative needs
Insights
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now