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The Edge Minson Group

Wealth Partners at J.P. Morgan

The Edge Minson Group

Our goal is to address all aspects of wealth’s opportunities so that our clients can focus on their own extraordinary lives.

404.842.4134

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Welcome

Advisory support for the complexities of wealth
We provide comprehensive investment advisory strategies to help orchestrate the intricate needs of our smart and successful client base—ultra-high-net-worth individuals and their families, entrepreneurs and corporate executives. Our goal is to address all aspects of wealth’s opportunities so that our clients can focus on their own extraordinary lives.

Our team

Our team members collaborate in a synergistic fashion to support the full array of financial objectives. By executing wealth advisory strategies in a trustworthy and transparent manner, we build lasting relationships to help manage your legacy for future generations.

Family Office Approach

Multifamily office approach
We view our role as that of a personal CFO to integrate the important elements of each financial scenario. Our team works with a select group of clients who trust us to stand as their first line of defense and help preserve what they have worked so hard to build.

Comprehensive investment and wealth planning
By functioning as a dedicated team within J.P. Morgan, one of the largest and most respected financial organizations in the world, we direct the full capabilities of the firm toward individualized requirements. Working alongside CPAs, business managers, attorneys and other outside professionals, we help ensure that the entirety of each client’s financial needs are considered.

  • Integrated Asset Management
  • Trust and Estate Planning
  • Tax-Advantaged Strategies
  • Generational Wealth Transfer
  • Credit and Lending Services
  • Sophisticated Mortgages
  • Lifestyle Goals
  • Family Governance and Succession of Values
  • Philanthropic Giving

Investment Approach

We serve successful clients who have amassed considerable capital, delivering advisory guidance that addresses an inclusive range of financial needs. Our practice is aimed at relieving the stress that often accompanies great accomplishment.

Comprehensive investment and wealth management
Through our deep investment proficiencies and nuanced understanding of complex and sophisticated goals, we offer comprehensive wealth management that is designed to intelligently employ every element of your financial picture. Functioning seamlessly alongside CPAs, attorneys and other external advisors, we help ensure that tax and estate planning considerations are integrated within the long-term investment strategy.

Concierge-level service
Our team works with a select number of clients to deliver a family office–style experience. This boutique-quality attention positions us to serve as your personal CFO and attend to your unique objectives in a truly tailored fashion. Emphasis is placed on the exacting details that comprise every relationship. Our mandate is built on the critical need to “get the little things right.”

A focus on capital preservation
We individualize portfolios using a consultative method that strives to safeguard capital and balance all asset classes. Our intent is to align the demand for strong investment management with personalized risk parameters and time horizons. Long-term strategies leverage the firm’s open architecture platform. Short-term plans allow us to remain tactical and adjust to temporary market fluctuations.

A single point of contact for a breadth of services
Through our direct access to the extensive resources of J.P. Morgan, we open up the full complement of the firm’s opportunities for you, providing a wealth of value-added services. Our team is particularly adept at developing strategies that target liquidity management.

  • Wealth Advisory Guidance
  • Investment Management
  • Trust and Estate Planning
  • Generational Transfer
  • Credit and Lending
  • Mortgages
  • Philanthropic Giving

A dedication to what matters most
As trusted stewards of your legacy, we provide leadership to manage family dynamics across multiple generations. We understand the importance of the continuity of your financial values, and our team assists with guiding and preparing younger generations for the responsibilities that escort the inheritance of wealth.

Backed by an industry leader
To do our job properly, we rely upon world-class research, professional money managers and quality implementation, which we deliver through the global financial resources of J.P. Morgan.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.