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The Marrocco Henriquez Group

The Marrocco Henriquez Group

We consider ourselves to be trusted partners in your financial journey, and offer guided direction that fosters informed decision making during both good and difficult times.


617.654.5440

50 Rowes Wharf, 4th Floor
Boston, MA 02110

Welcome

We consider ourselves to be trusted partners in your financial journey, and offer guided direction that fosters informed decision making during both good and difficult times.

Our focus is to help clients navigate the sophisticated opportunities of sudden liquidity and major life events—inheritance, executive compensation, civil settlements, one-time contracts, retirement, loss of a loved one, divorce. We consider ourselves to be trusted partners in your financial journey, and offer guided direction that fosters informed decision making during both good and difficult times.

We bring a powerful blend of capabilities to serve these intricate scenarios: over 55 years of combined wealth advisory experience coupled with our deep understanding of the complexities and challenges facing ultra-high-net-worth investors.

By taking a macro view of your wealth management scenario, we offer a big-picture approach that considers trust and estate impacts and adds long-term value across the entirety of your balance sheet. Our integrated team structure ensures we are equally adept at drilling down to coordinate the investment details that comprise your financial life.

Our team comprehends the enormity of our responsibility, and we work diligently to establish a relationship that extends far beyond wealth planning and investment decision making. We pride ourselves on our responsiveness, and offer direct accessibility to every member of our team.

Investment Approach

Our discovery process enables us to take a full financial snapshot and create an exhaustive profile of your individualized needs, goals and wealth management picture. We use these inputs to build customized plans that put your assets to work. Through high-quality implementation, we monitor portfolios closely and remain in continual contact. When the situation calls for it, we are poised to take decisive action.

Investment approach
We leverage the firm’s resources and access to institutional money managers to carefully construct tailored portfolios that are predominantly composed of traditional assets. Our strategic and tactical decisions reflect your personalized financial objectives. We place emphasis on using individual-issue, high-quality bonds that are selected for and specific to each individual in concert with broad-based and diversified equity portfolios. Typically, we avoid engineered products and packaged investments.

Distinguished customer service
Experience matters to clients who seek support for the diversification of large positions. The depth of our knowledge regarding liquidity transactions is distinctive among Financial Advisors. We draw on our insights to provide guidance and direction to help you manage these complex scenarios.

By working with a limited number of individuals, we offer the highest level of personal attention and responsiveness. Caring for your best interests is at the forefront of all that we do. As a team that has worked cohesively together for many years, we take this mandate seriously. When you reach out to us with your questions and concerns, we make ourselves directly accessible to answer that call.

Meet Our Team

Click a profile to learn more about each member.

 

 

AIF: Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

 

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.