J.P. MORGAN WEALTH PARTNERS
The personal attention of a one-on-one relationship.
The strength of a global financial leader.
Substantial wealth demands bespoke strategies that connect each facet of your financial life. Supported by J.P. Morgan’s firm-wide capabilities, we design wealth plans tailored to your unique and complex goals.
A Nuanced Understanding of Wealth
Expect a superior level of care and understanding of your sophisticated needs based on our years of experience serving some of the nation’s wealthiest individuals and families.
A Comprehensive Approach
We take a 360-degree view of your finances, from executive compensation and multigenerational wealth transfer to liquidity events and charitable giving.
Exclusive Access
Take advantage of J.P. Morgan’s firm-wide capabilities for exclusive — and sometimes unconventional — opportunities for growth.
Trusted Advice Whenever You Need It
Get timely guidance for your evolving needs from specialists who can help you navigate major wealth events, however quickly they arise.
Integrated Digital Tools
Access all your accounts, plus robust investment tools and powerful market insights all in one place with a streamlined digital experience.
Focus on what matters to you
Get a single point of access for managing your and your family’s financial life.

Wealth Planning
Industry–leading analysis combined with bespoke tax and cash flow strategies to help you grow, protect, and transfer your wealth.

Investing
Portfolio management built around our proprietary data and research with exclusive access to a broad range of alternative investments.

Banking
Personalized service, flexible solutions, and real-time access to specialists to streamline and simplify the way you access and manage your money.

Lending
Tailored credit strategies, securities-backed lending and personalized financing options to pursue your goals and passions.
Recognized by the Industry
Barron's
Top 100 Financial Advisors
Barron's
Top 1200 Financial Advisors
Barron's
Top 100 Women Financial Advisors
Barron's
Top 50 Private Wealth Management Teams
Forbes
Top Wealth Advisors
Forbes
Best-in-State Wealth Advisors
Forbes
Top Women Wealth Advisors
Financial Times
Top 400 Advisors
Personalized guidance begins with a conversation.
Find a J.P. Morgan Wealth Partner near you.
Wealth Planning Insights
Get ahead of market trends with J.P. Morgan’s industry-leading analysts, researchers, and thought leaders.
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