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The Botta McCarron Group

Wealth Partners at J.P. Morgan

The Botta McCarron Group

Our family office style approach blends institutional-caliber asset management with tailored and boutique-level advisory practices to help care for the thoughtful organization of every element of your financial life.


617.654.2273

50 Rowes Wharf, 4th Floor
Boston, MA 02110

Welcome

Our family office–style approach blends institutional-caliber asset management with tailored and boutique-level advisory practices to help care for the thoughtful organization of every element of your financial life.

We serve clients who have amassed considerable wealth, delivering investment services that address an inclusive range of sophisticated financial needs—from asset management and trust and estate planning to lifestyle goals and hedging of concentrated positions.

Our family office–style approach blends institutional-caliber asset management with tailored and boutique-level advisory practices to help care for the thoughtful organization of every element of your financial life. We attend to all aspects of wealth’s opportunities and complexities so that our clients can focus on their own extraordinary lives.

Working alongside CPAs, attorneys and other external advisors, we help ensure that the entirety of tax and estate planning considerations are aligned and integrated. Our first-class capabilities help us design strategies that are targeted for your unique needs:

  • Integrated Asset Management
  • Institutional-Caliber Investment Guidance
  • Hedging and Monetizing Strategies
  • Diversification of Concentrated Positions
  • Personal Banking
  • Credit and Lending Services
  • Lifestyle Goals
  • Business Succession
  • Philanthropic Giving
  • Generational Wealth Transfers

This comprehensive financial framework is designed to support the full array of your objectives. By executing wealth advisory strategies in a concise and transparent manner, we serve as your advocate and build lasting relationships to help manage your legacy for future generations.

Investment Approach

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.

Distinctive capabilities
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.

Meet Our Team

Click a profile to learn more about each member.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

 

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.