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
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowBusiness succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowAligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowInvesting in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowAugust inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowRetirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowThe duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowProtecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now