Building a personal financial legacy for families
For high-performing professionals, success and the accumulation of assets are often a result of years of hard work, dedicated focus and risk-centric opportunities. It is also a means to provide great things for your family and future generations. We believe that personal financial planning requires the same level of attention as your career to expand the possibilities your assets represent.
Comprehensive wealth planning
At The Botta McCarron Group, we work directly with high- and ultra-high-net-worth individuals to deliver a family office–style experience. We bring the kind of deep background and personal touch that are invaluable when advising families of considerable wealth.
Our advisory services extend beyond investment planning, as we attend to the entirety of each financial picture across a broad array of requirements—from asset management and portfolio strategies to banking, credit and philanthropic giving.
Our team brings a highly complementary blend of capital markets insight, private client experience and traditional investment management to align interests in a straightforward and direct manner. By functioning as your dedicated team within J.P. Morgan, we bring a solution orientation to direct the full resources of the firm toward your individualized needs.
A detailed and unbiased process
We develop personalized strategies that address complex situations. Consideration is given to many factors, including risk tolerance, time horizons, asset allocations, current needs and future objectives. Emphasis is placed on diversification away from concentrated positions.
Long-term approaches leverage the firm’s vast platform to select the most suitable investment vehicles from all major equity and fixed income categories. Short-term plans allow us to remain tactical and adjust to temporary market fluctuations.
A practice built on a powerful foundation
We are dedicated to seeking the best outcomes that represent the interests of every individual and each scenario.
Fee Transparency—Client portfolios are individualized, and we may use a combination of ETFs, mutual funds and third-party managers to add value at a reasonable cost. Passive strategies are leveraged to provide broad exposure to markets when needed.
Tax Efficiency—We act as a conduit to the firm’s professional resources for the efficient organization and transfer of trusts/estates, and wealth preservation and transfer ideas.
Risk Mitigation—Recognizing that clients have already taken risk in their business pursuits, we apply a conservative outlook to align exposure in a manner that reflects personalized objectives and long-term needs.
Intellectual strength and outstanding service
With direct access to the robust and global resources of J.P. Morgan, we are backed by the industry-leading intellectual capital, extensive research and fund capabilities of one of the largest and most admired financial firms in the world. We coordinate with your outside advisors, including attorneys and CPAs, to provide support for the entirety of your assets.