01
Comprehensive Wealth Planning
A written financial plan covering cash flow, goals, insurance gaps, education funding, and retirement projections — delivered in a bound document and reviewed twice yearly.
From$2,500 / plan
Bethesda, Maryland · est. 2009
UBS Financial Services Inc.
GM
Stewardship · Since 2009
Wealth, kept
in human hands.
Not algorithms.
Gregory Marcus is a Financial Advisor with UBS Financial Services Inc. in Bethesda, Maryland — building retirement, tax, and legacy strategy for families and founders across the DC metro who'd rather talk to a person than a portal.
Practice at a glance · 2024
Sixteen years of measured counsel — the numbers behind the work.
+16yrs
Advising Bethesda-area families through UBS Financial Services Inc.
$240M
Client assets stewarded across household and retirement balances.
98%
Client retention measured over the trailing five advisory years.
1:1
Direct advisor relationship — no call center, no handoff, no roster dilution.
01 The Approach
A practice built on conversation, not a sales funnel.
Gregory Marcus has spent over a decade and a half sitting across the kitchen table from Bethesda families — listening before recommending, and explaining before executing. The work begins with a full picture of your balance sheet, your tax situation, and the people who depend on the decisions you make next.
As a Financial Advisor with UBS Financial Services Inc., Gregory offers the depth of a global firm's research and platform — paired with the accountability of a single named advisor who picks up the phone. No 800-number roulette. No junior associate cycling through your file. Just one relationship, built to compound.
The typical engagement starts with a no-cost discovery meeting in the Bethesda office or over video. From there, a written plan is delivered within two weeks — followed by quarterly reviews, tax-aware rebalancing, and an open line whenever life shifts the ground under you.
"Capital is personal before it is anything else. My job is to translate the markets back into the language of your household — tuition, the cabin in Maine, the year you stop working." — Gregory Marcus, Financial Advisor
Frame 01 · Bethesda Office
2024
02 Services & Indicative Pricing
Six lines of work, one advisor.
Every engagement is scoped to the household in front of us. The figures below are indicative starting points — actual fees are confirmed in writing after the discovery meeting and follow UBS Financial Services Inc. disclosure standards.
02
Investment Portfolio Management
Discretionary and advisory portfolio construction using UBS research, with tax-aware rebalancing, quarterly reporting, and direct indexing where appropriate for the household.
From1.00% / yr · AUM
03
Retirement Income Strategy
Sequencing of Social Security, pension elections, Roth conversions, and withdrawal ladders — modeled to extend portfolio longevity through retirement and reduce lifetime tax drag.
From$3,800 / engagement
04
Tax-Optimized Investing
Tax-loss harvesting, asset location across taxable and qualified accounts, and coordination with your CPA to keep more of what the markets return — reviewed each April and October.
From$1,200 / yr
05
Estate & Legacy Planning
Coordination with estate counsel on trusts, beneficiary designations, gifting strategy, and generational transfer — structured to reflect your wishes and minimize friction for heirs.
From$4,500 / plan
06
Business Owner & Executive Counsel
Equity concentration, 10b5-1 plans, deferred comp, and exit liquidity events — advising founders and senior executives through concentrated positions and transition years.
From$5,000 / yr
03 Why Gregory
Bethesda · MD
The difference is who picks up the phone.
Plenty of firms will manage your money. Fewer will know your daughter's name, the year your business vests, or why the cabin in Maine matters more than the marginal basis point. Gregory's practice is intentionally concentrated — fewer households, deeper relationships, longer horizons.
You work with a named advisor with sixteen years inside UBS Financial Services Inc., backed by the firm's global research platform, estate specialists, and lending desk — without surrendering the relationship to a team of strangers.
Direct advisor accessOne named advisor, one phone number, same-day callbacks during market hours.
Fiduciary-aligned processRecommendations documented against your goals, with fees disclosed in writing before any commitment.
UBS platform depthEstate attorneys, mortgage specialists, and alternative investments on tap — coordinated through one point of contact.
Bethesda-based, DC-metro fluentLocal presence in Montgomery County, with working knowledge of federal benefit structures and regional tax nuance.
04 How We Work
Four steps. No surprises.
Step 01
Discovery
A 60-minute conversation — in the Bethesda office or by video — covering your balance sheet, goals, family, and the decisions keeping you up at night. No charge, no obligation.
Step 02
Plan
Within two weeks you receive a written plan: investment allocation, retirement projection, tax observations, and estate gaps. We walk through it line by line.
Step 03
Implement
Accounts are opened through UBS Financial Services Inc., portfolios are funded and allocated, and any external specialists — CPA, estate counsel — are brought into the loop.
Step 04
Steward
Quarterly reviews, tax-aware rebalancing, an annual plan refresh, and an open line whenever life shifts the ground. The relationship is the product — everything else is plumbing.
05 Begin the Conversation
Let's talk numbers,
and the life behind them.
Schedule a no-cost discovery meeting with Gregory Marcus in Bethesda, Maryland. Most inquiries are answered within one business day — by the advisor, not an assistant.
Office
Bethesda, Maryland
Montgomery County · serving the greater DC metro area. In-person and virtual meetings available by appointment.
Phone
By appointment
Use the form to request a callback at your preferred time, or reach the Bethesda office through UBS Financial Services Inc. directory listings.
Written inquiry
Use the form →
All messages route directly to Gregory. For existing UBS clients, please use the secure message center inside your UBS Online Services portal.
Hours
Mon–Fri · 8:30a–5:30p ET
Market-hours availability for time-sensitive requests. After-hours messages returned the next business morning.