Our team has found that one of the most important factors in wealth and portfolio management is an intrinsic understanding of the global markets and a deep familiarity with our clients’ goals, priorities and risk tolerance.
Serving Affluent Families and Financial Professionals
Many of our clients are among the most successful and sophisticated investors. They turn to our team for direction in establishing a holistic approach toward their personal wealth management goals. Our focus is trained on investment portfolios that will assist in getting them there.
An Institutional Approach to Personal Investments
We bring a combined five decades of investment leadership experience, which affords an information advantage not readily available to individual investors. Our deep institutional background enables us to provide a sophisticated yet straightforward advisory experience for the personal wealth management needs of ultra-high-net-worth individuals and their families.
Small by Design. Intimate in our Approach. Focused on you.
From our perch at J.P. Morgan Wealth Management, our team offers the personalized service of a boutique organization coupled with the global resources of J.P. Morgan, one of the largest and most well-respected financial organizations in the world. The firm’s 160-year history of serving individuals and institutions alike allows us to draw on the intellectual capital, real-time insights and award-winning research needed to inform our detailed process.
Direct access to specialist resources:
Our practice is further enhanced through collaborative teamwork with the professional resources of the firm. Wealth Management Specialists can help Wealth Advisors on a caseby- case client basis, depending on the situation and need.
As the first point of contact, our team serves as a dedicated resource to counsel clients on the full range of wealth management disciplines.
- Goals-based Financial Analysis and Planning
- Asset Allocation, Portfolio Design and Construction
- Private and Alternative Investments*
- Tax Efficient Planning Strategies
- Cash and Liquidity Management: Maximizing income in a low interest rate world
- Philanthropy, Wealth Transfer and Asset Protection
- Education and Retirement Funding
- Risk Management Strategies
- Banking, Credit, Lending and Liability Management
*Investment products may not be suitable for all investors. It is important to review all offering documents and understand the risks associated with the underlying investment products before investing.