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Bob Woolf

Bob Woolf

As your Wealth Advisor, I will draw upon the robust investment capabilities of J.P. Morgan to provide you with a comprehensive investment portfolio that reflects your needs, preferences and tolerance for risk.


 

50 Rowes Wharf, 4th Floor
Boston, MA 0211

Welcome

Where is your money taking you? Toward your goals? Toward a retirement that can sustain you for life? In my 25 years in financial services, I’ve learned that the answer is: What is the right way for you? As your Wealth Advisor, I will draw upon the robust investment capabilities of J.P. Morgan to provide you with a comprehensive investment portfolio that reflects your needs, preferences and tolerance for risk.

I believe in the importance of building relationships with clients that endure, and providing the individualized attention that can only be achieved through a close working relationship. I will stay involved on a regular basis, monitoring your plan, and adapting and adjusting it as conditions change. After all, changing market conditions can alter the value of your investments. Over time, living expenses or healthcare costs may go higher.

Throughout my career, I have had a passion for helping my clients reach their retirement goals and giving them the freedom to make the decision to continue to work, not because they have to, but because they want to.

Meet Our Team

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Specialist Resources

Can assist J.P. Morgan Advisors on a case-by-case client basis.

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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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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.

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