Advisory guidance for the complexities of wealth
We provide asset management strategies to help integrate the sophisticated needs of our successful client base—ultra-high-net-worth individuals and their families, corporate executives and business owners. Our goal is to relieve the financial complexities and concerns that often accompany significant achievement.
By advising a limited number of clients, we strive to foster exceptional and long-lasting relationships. My team and I believe that this boutique-level focus is integral to helping clients protect what they have worked many years to build.
Collaborative and process-driven
We use a consultative process to understand the objectives that clients find most meaningful. Careful consideration is given to both sides of the balance sheet and other critical factors such as income requirements, estate considerations and long-term financial requirements. These insights form the foundation for customized strategies that serve as a pathway toward specified goals.
An institutional approach to personal investments
My deep institutional background affords exposure to a breadth of strategies and investments not readily available to individual investors. This differentiation enables my team to provide a more comprehensive advisory experience than you may have previously encountered.
Confident handling of multiple asset classes
We have found that the most important factor in asset allocation and portfolio management is pairing a client’s goals with an intrinsic understanding of the global markets and a familiarity with the range of investment vehicles available. Among the instruments that we typically employ in portfolio construction are equity and fixed-income, derivatives, structured notes, and other alternative investments.
Serving the entirety of each financial picture
Our proficiencies extend far beyond investment approaches. We are experienced in all aspects of wealth management, including retirement planning, banking & lending and wealth transfer strategies. Through our direct access to the firm’s breadth of extensive resources, we serve as a single point of contact for an inclusive range of needs.
Support for liquidity management
Our team addresses the challenges of liquidity events and helps diversify portfolios. We act strategically to deliver pre- and post-liquidity planning approaches that help to make the most of these one-time opportunities.
Regulatory and contractual restrictions can make it difficult for executives to diversify their holdings effectively. Our familiarity with the intricate legal rules surrounding the sale of restricted securities enables us to help navigate the requirements that govern these transactions.
Backed by J.P. Morgan, an industry leader in wealth management
At J.P. Morgan Wealth Management, my team and I have direct access to one of the largest and most respected financial service companies in the world. The firm’s 160-year history of serving individuals and institutions alike allows me to deliver the highest caliber of wealth management guidance.