My team and I serve high-net-worth individuals and families, with a focus on corporate executives and entrepreneurs. We understand the complexities of working with wealth and can design tailored strategies to fit your specific needs, no matter how sophisticated. Working together, we can help you and your family protect the success of your business and create the retirement plan that you desire.
While investments are the vehicle that can help you to pursue your goals, we also understand the importance of looking at both sides of the balance sheet. Not all investments are made in the market, and our clients often have financing and liquidity requirements. Where appropriate, we advise on credit and lending in concert with asset management to position clients on both sides of the ledger. We leverage our dedicated lending team at J.P. Morgan for residential and commercial loans, secured lines of credit and asset-based loans against aircraft and fine art.
My team and I have the background and knowledge to help you secure your children’s future, protect your capital, manage your liquidity needs and pursue short-term investment objectives. We pride ourselves on providing the personalized service of J.P. Morgan Wealth Management’ boutique organization and access to the resources of one of the largest and most admired financial firms in the world.