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The McPhee Haggerty Group

The McPhee Haggerty Group

We believe success is found through engaged relationships built on trust, communication, and a deep understanding of each individual’s goals.


617.654.2000

866.283.3830

50 Rowes Wharf, 4th Floor
Boston, MA 02110

Welcome

At The McPhee Haggerty Group, we use a hands-on approach to build dynamic and tailored investment strategies for high-net-worth families, institutions and foundations. We believe success is found through engaged relationships built on trust, communication, and a deep understanding of each individual’s goals.

Our team

The McPhee Haggerty Group relies on both the broad capabilities of J.P. Morgan and the experience the team has in the financial services industry. We manage wealth by taking into account the individual circumstances and needs of our clients. For every client, we employ an in-depth analysis of their financial situations and tailor a plan to help reach their goals. Our services frequently include:

  • Cash Flow Analysis
  • Personal Banking
  • Mortgage and Lending Strategies
  • Investment Portfolio Management
  • Wealth Preservation
  • Generational Wealth Transfer Strategies
  • Retirement Planning Services
  • Corporate Services
  • Stock Option Analysis

We provide a support system for our clients and strive to help them reach their goals in the most efficient way possible. It is our job to alleviate the stress that managing wealth can put on a family. We take pride in the relationships we have fostered with our clients, and value each one immensely.

Meet Our Team

Click a profile to learn more about each member.

Henry Kennedy

Business Development Associate


617.388.8448

henry.kennedy@jpmorgan.com

J.P. Morgan Wealth Management
50 Rowes Wharf, Floor 04
Boston, MA 02110

John McPhee

Managing Director


617.654.2270

john.mcphee@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

 

 

 

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.