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The Fagerlind-Goebert Group

The Fagerlind-Goebert Group

Our objective is to deliver wealth management strategies that empower you financially so that you may focus on what you do best.


 

310.201.2712

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Welcome

Our team serves a wide array of entrepreneurs, high-net-worth families, business owners, entertainment industry professionals, doctors and trial lawyers, whose focus is engaged in growing professionally and managing busy lives. Our objective is to deliver wealth management strategies that empower you financially so that you may focus on what you do best.

We are experienced in managing the various complexities that often accompany success. Whether you are looking to grow, preserve or transfer wealth, our holistic approach to comprehensive asset management is dedicated to the astute organization of every aspect of your financial life.

Our team employs a family office approach to create portfolios that are customized for each client. By analyzing both sides of your balance sheet, we can take a holistic approach to deliver strategies for diversification of your capital, tax aware or tax-exempt income, estate planning and other wealth planning objectives.

We find that we are contemporaries with many of our clients, which lends us extraordinary insight to create strategies designed to grow with you—from capital appreciation and asset preservation to retirement planning and generational wealth transfer. By taking a goals-based approach, we are positioned to adjust strategies as your circumstances and lifestyle evolve.

As a particular area of focus, we have advanced credentials to create a roadmap toward retirement that helps prepare for the many factors affecting this goal. Working closely with your outside advisors, CPAs and attorneys, we help ensure that the totality of your financial picture is considered.

Our access to the resources and capabilities of one of the largest and most powerful financial institutions in the world allows us to deliver the following:

  • Investment management
  • Private banking
  • Mortgages
  • Secured lending
  • Liquidity management
  • Educational funding strategies
  • Alternative investments, and more

Investment Approach

A reputation built one client at a time

At The Fagerlind-Goebert Group, we provide the highest level of personal attention and responsiveness to help you stay the course in both favorable and challenging times. We strive to foster exceptional, multi-generational relationships in a manner that is akin to a family office.

Our goal is to offer a caring and individually focused experience, and we hold ourselves to exacting standards in the pursuit of delivering on that promise. We are privileged to serve our clients, and we will continue to act in your best interests.

Goals-based process

We invest the time in getting to know you on a personal basis. By listening intently to your investment goals and requirements, and discussing assets, liabilities, spending patterns and cash flows, we gain a true understanding of your financial landscape. A review of your lending needs and potential large purchases, retirement plans and income needs is vital to our ability to intelligently craft a holistic investment strategy.

Tailored portfolio management

Our focus is to build enduring portfolios that target all of your financial goals. We implement instruments from all asset classes to address a breadth of financial objectives. Ultimately, the investment strategies we utilize are dependent on your unique scenario and risk objectives.

In an environment where returns from fixed income are less certain, we may turn to alternative investments such as hedge funds, real estate and private equity to help minimize volatility and diversify portfolios. Non-traditional strategies such as liquid alternatives afford us tactical flexibility and short-term advantages.

Retirement planning

As a core competency, we are highly proficient in charting a course of action that will help you accumulate retirement savings in a tax-efficient and risk-mitigated manner. Our team provides hands-on guidance to assess your unique circumstances and coordinate your differing sources of retirement income.

Support for sudden wealth

For those clients experiencing a liquidity event, we find that the biggest area of concern is often the tax consequences of financial decisions. By partnering with you, we help to consider the many facets of wealth management and develop plans designed to make these assets last a lifetime. Our team works seamlessly alongside clients’ CPAs, attorneys, business managers and other outside advisors to aid in ensuring that the totality of each financial picture is considered.

Single point of contact

We serve as our clients’ committed liaison to J.P. Morgan’s institutional research and intellectual capital. To support the holistic needs of a client’s wealth, we provide direct access to the firm’s lending, mortgage, banking, and trust and estate resources.

Capabilities backed by outstanding credentials

With 30 years of combined experience in the financial services industry, we have molded The Fagerlind-Goebert Group around a strong team of professionals with differing yet complementary backgrounds. Our multi-disciplinary team provides the type of personal touch that is invaluable when advising families with considerable assets.

Meet Our Team

Click a profile to learn more about each member

Ben Fagerlind, CPWA®

Vice President


310.201.2712

ben.fagerlind@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Ben Goebert

Wealth Advisor


310.201.2684

benjamin.goebert@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Rachel Hennessey

Client Associate


310.201.2700

rachel.hennessey@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

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

Certified Private Wealth Advisor® and CPWA® are administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the University  of Chicago Booth School of Business.

 

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.