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The Corbett Mason Group

Wealth Partners at J.P. Morgan

The Corbett Mason Group

Our goal is to relieve the financial stress that often accompanies great achievement.

617.654.2288

50 Rowes Wharf, 4th Floor
Boston, MA 02110

Welcome

Advisory support for the complexities of wealth
We provide comprehensive investment and wealth advisory strategies to help address and coordinate the intricate needs of our successful client base—ultra-high-net-worth individuals and their families, entrepreneurs and corporate executives. Our goal is to relieve the financial stress that often accompanies great achievement.

Family office approach
Our team works with a limited number of clients to integrate every element of their financial lives. We collaborate and communicate in a differentiated fashion and with an unlayered touch that is akin to a family office experience.

Comprehensive investment and wealth planning
By functioning as your dedicated team within J.P. Morgan, one of the largest and most respected firms in the world, we direct the full capabilities of the firm toward your individualized needs.

  • Financial Planning
  • Investment and Wealth Advisory Guidance
  • Management of Concentrated Equity Positions
    • Hedging and Monetization Strategies
    • Rule 10b5-1 Plan Design and Execution
    • Form 144 filings for Corporate Insiders
  • Pre- and Post-Liquidity Planning
  • Corporate Retirement Services
  • Portfolio Management
  • Trust and Estate Planning
  • Cash Flow Management
  • Tax-Advantaged Strategies
  • Private Banking
  • Philanthropic Giving

Capabilities backed by outstanding credentials
We have organized our practice in a synergistic fashion to harness the depth of our experience and the power of our complementary backgrounds—providing many layers of networking and know-how that help enhance clients’ lives.

Investment Approach

A dedication to what matters most
At The Corbett Mason Group, we understand that wealth is rarely an end in itself—it is a means by which our clients enhance the lives of their families and future generations. With this responsibility in mind, we offer investment and wealth planning services to oversee the complexities that accompany the accumulation of significant assets. Our mission is to make your days easier through the thoughtful organization of every element of your financial life.

Single point of contact
We work with a select number of C-suite executives and ultra-high-net-worth individuals to help ensure a more intimate and dedicated advisory experience. This boutique-quality focus positions us to attend to your unique needs and objectives in a truly tailored manner. Clients tell us they appreciate this direction and guidance to foster informed decision making. By seamlessly partnering alongside your other professional advisors, accountants, attorneys and business managers, we help ensure that your advisory strategies are integrated into one cohesive scenario.

Individualized offerings
We begin by using a thorough discovery process to identify the goals, objectives and risk considerations that are important to you. We find that these requirements often extend beyond investment management to include lending considerations, trust and estate planning, tax impacts and philanthropic strategies.

Comprehensive investment and wealth planning
Through our direct access to the extensive resources of J.P. Morgan, we open up more of the firm’s opportunities for you, providing a wealth of value-added services. Our team is particularly adept at developing strategies for liquidity management and the diversification of concentrated positions.

  • Financial Planning
  • Investment and Wealth Advisory Guidance
  • Management of Concentrated Equity Positions
    • Hedging and Monetization Strategies
    • Rule 10b5-1 Plan Design and Execution
    • Form 144 Filings for Corporate Insiders
  • Pre- and Post-Liquidity Planning
  • Corporate Retirement Services
  • Portfolio Development
  • Trust and Estate Planning
  • Cash Flow Management
  • Tax-Advantaged Approaches
  • Private Banking
  • Philanthropic Giving
  • Credit and Lending
  • Mortgages

Uniquely structured team
The depth of our integrated skill set spans 10 decades, and we have built our practice around a strong team of professionals with differing yet complementary backgrounds. These synergies work on many levels to help power our research-driven insights, top-tier customer service and executional excellence. We have a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst on the team to help design and implement customized financial plans and tailored portfolios. These distinctions ensure that our team is held to a fiduciary standard of care that looks out for the best interests of our clients.

Our multidisciplinary team provides the type of personal touch that is invaluable when advising families with considerable assets. The cornerstone of our team is carved from the many layers of networking and know-how that we bring to bear for the benefit of our clients’ lives.

Awards & Recognition

 

Top 100 Private Wealth Management Teams - 2021

Meet Our Team

Click a profile to learn more about each member.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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

CPWA® and Certified Private Wealth Advisor® are registered trademarks owned by IMCA Investment Management Consultants Association®.

 

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.