Working toward your goals It starts with a strategic plan
Executive Wealth Consulting Partners
855-478-6810
855-850-2041
Hartford Steam Boiler Building
One State Street
Suite 1600
Hartford, CT 06103
Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do.
We want to learn all we can about you, so we can address your most important priorities with a detailed plan that helps to put you on a path to achieving your goals. Our aim: to work with you, and to commit to a relationship that’s relevant to your life and focused on your financial success.
Our Team
EWC Partners was formed to provide comprehensive, fee based financial planning services to Corporate Executives. Founded by Bill Greco, Managing Director, and Robert E. Lane, Executive Director-Wealth Management, EWC Partners offers a fully integrated, ongoing financial counseling relationship by leveraging the planning experience of our senior advisors with the resources of UBS, the world's foremost wealth management firm.
Our Nationwide team of Advisors, Wealth Planning Analysts, and Service Associates draw upon the resources of UBS to provide a tailored and comprehensive advisory relationship that enables us to become your valued professionals. Our structure offers clients a one-on-one relationship with a dedicated financial advisor while our process offers ongoing access to the intellectual capital and experience of our entire team.
- Representing over 100 years of combined financial planning and investment experience
- More than $4 billion under management1
- Bill Greco ranked as one of the Top 100 Financial Advisory Teams in America by Barron’s for the past nine years
- Bill Greco ranked top five Financial Advisors in Connecticut by Connecticut Magazine
How we work
Our approach is comprehensive: we gather insights about your unique personal and financial situation so that we can build an individually tailored plan.
At the same time, we understand that exemplary service is essential to a successful relationship. Our team has developed a systematic client service strategy driven by technology and a dedicated support staff to proactively manage the relationship we build with you.
Click through each stage of our financial planning process to learn more about the experience you deserve
What we do
Learn more about our services
- Portofolios that provide income, growth and downside protection
- Tax planning strategies
- Create disciplined sale plans
- Monitor performance of company stock
- 401(k) analysis
- Pension analysis
- Social Security maximization
- Deferred compensation
- Tailored lending
- UBS credit lines
- UBS mortgage*
- Margin lending
Equal Opportunity Lender. Equal Housing Lender. 
- Policy review
- Needs analysis
- Life insurance trusts
- Long-term care
- Family wealth transfer
- Estate tax minimization
- Efficient charitable giving
Our specialization in planning for executives
The confidence to pursue all your life's goals starts with a plan.
Learn more about our specilization in planning for executives
What’s special about UBS
With a 150-year history, UBS is connected to the global economy like no other wealth manager, uniquely integrated into cultures, markets and economies around the world.
EWC Partners advantage is exceptional boutique service with the unmatched global resources of UBS that can help you take full advantage of new opportunities.
- Representing over 100 years of combined financial planning and investment experience
- #1 Wealth Management Services1
- #1 U.S. Executive Services1
- Best capitalized bank among our peers2
Five reasons we should have a conversation today
- Coordinating all areas of your financial life is a full-time job—it doesn't have to become yours
- Equity compensation is complex, we can help you understand it
- You benefit from the resources of one of the world’s largest wealth management firms
- With the market changing day by day, the time is now to have an experienced wealth manager on your side
- We want to see you achieve your goals as much as you do
Let's talk.
Robert E. Lane
Executive Director – Wealth Management
855-478-6810
robert.e.lane@ubs.com
80 State Street | Suite 800, 8th Floor | Albany, NY 12207
Advanced Planning Insights
Insights
