Wealth Planning

At J.P. Morgan Securities, we know what it takes to build and manage wealth, and what it takes to preserve it. We understand what your wealth represents: a certain lifestyle …the freedom to pursue the activities that matter most…a legacy for generations to come. So our Financial Advisors develop recommendations and strategies with great care because we know how important these assets are — and will be — to you.

Many of our clients come to us with sophisticated financial service needs. Some have wealth concentrations, complex wealth transfer needs and tax concerns. Others may own a business and would like to provide a retirement plan to reward and retain employees. To address these varied and complex issues, your Financial Advisor, using the vast resources of J.P. Morgan and partnering with our experienced wealth planning specialists will formulate a strategy that integrates all of your financial goals, such as retirement, wealth transfer, college savings, corporate and executive services and more, giving you a level of service, insight and solutions that can’t be matched.

Learn more about wealth planning.

Investment products: Not FDIC insured · No bank guarantee · May lose value
 
 

Copyright © 2014 JPMorgan Chase & Co. All rights reserved.