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The Taylor Group

Wealth Partners at J.P. Morgan

The Taylor Group

Building a Personal Financial Legacy for Families


 

617.654.2364

50 Rowes Wharf, 4th Floor
Boston, MA 02110

Welcome

As sophisticated clients accumulate wealth, they often face issues that can be complex in nature and require an integrated approach. We work with successful families to help manage their resources and guide them through the challenges of important financial decisions.

Offering knowledgeable and experienced guidance

The Taylor Group has been advising clients amidst the opportunities and impacts of market environments for over 30 years. We understand that each family’s scenario is different and we listen carefully to understand the requirements that are most meaningful to you. Our team is comprised of highly seasoned professionals with differing yet complementary backgrounds and capabilities. This depth of experience has been trusted by families from one generation to the next and helps us impart differentiated insights to grow, preserve and manage your wealth.

Loyalty and dedication you can count on

Our emphasis on providing a high level of personal service is rooted in a deep commitment to focus on each client’s best interests. We employ a collaborative approach and develop lasting relationships built upon a bedrock of trust. Our practice is limited to a select group of clients so we may deliver the personal service and attention you deserve.

Wealth management specialists1

At the Taylor Group, we understand that the succession of financial values between generations is important. Our team serves as a conduit to the firm’s professional resources for the efficient organization of trusts and estates, and wealth preservation and transfer ideas.

Integrated capabilities

We partner alongside your attorneys, CPAs and other outside advisors to ensure your financial decisions are cohesive and aligned. Our team is highly involved in educating you as we work in concert together.

The reputation of an industry leader

Our clients benefit from boutique-level and white-glove attention which we couple with access to the resources of J.P. Morgan, one of the largest and most respected financial firms in the world. By leveraging these powerful synergies, we deliver a breadth of bespoke and institutional-quality services typically reserved for the world’s largest investors. We are proud to deliver award-winning support2 and we welcome the opportunity to be a partner in your success.

Investment Approach

Our customized planning approach

We help you visualize your plan in a way that integrates the entire financial picture. Using a proprietary pillared strategy, we identify your goals for income, preservation, capital appreciation and legacy, and then design.

A customized asset allocation for each to make the best use of these capital pools. Our process is flexible and allows us to monitor your progress and make adjustments as necessary to keep you on track. Further, our multi-generational team ensures long-term continuity to implement today’s planning strategies in the future.

Intellectual strength and thought leadership

We tap J.P. Morgan’s tools, metrics, and award-winning research team3 to develop an informed view of the investment landscape. We work diligently to educate you and deliver wealth management guidance in clear and comprehensible terms. Through our access to the firm’s vast well of knowledge, we distill an abundance of global market data into meaningful information that supports informed decision-making.

Executive compensation

As a particular area of focus, we support executives to help unlock the value of their concentrated company-related positions. We are highly skilled in mitigating the risk of equity compensation and guiding clients through strategic decisions for stock options, restricted stock sales, block trading, 10b5-1 contracts and other employee benefits.

Actively managed and tailored portfolios

As members of the J.P. Morgan Wealth Management Portfolio Manager Program, we stand with an exclusive group of wealth advisors and wealth partners who have passed a screening process to manage discretionary assets and are subject to ongoing qualitative and quantitative reviews. We employ a disciplined process to design tailored portfolios that address your individual needs.

Awards & Recognition

Forbes4

Best-In-State Wealth Advisors

2020 · 2019 · 2018

Financial Times5

Top 400 Advisors

2016 · 2015

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.

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

 

1. Wealth Management Specialists can help Financial Advisors on a case-by-case client basis depending on the situation and need.

2. Awards or rankings are not indicative of future success or results. Published information is generally based exclusively on material prepared and/or submitted by the recognized recipient. To learn about selection criteria, contact the issuing third-party, non-affiliated organization(s).

3. Source: Institutional Investor, 2020.

4. Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, LLC, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

5. Financial Times Top 400 Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

 

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.