"My mission: to help you grow and protect your wealth, so you can live the life you envision."
Serge Permyakoff

Serge Permyakoff

"My mission: to help you grow and protect your wealth, so you can live the life you envision."
About 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

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How parents can create financially independent adults

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Finding opportunity in increasing deficits

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J.P. Morgan Summer Reading List 2025

May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
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