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SVDG Partners

SVDG Partners

Our mission is to make your days easier through the thoughtful organization of every element of your financial life.

212.272.4021 or 212.272.4020


277 Park Ave, 3rd Floor
NY, NY 10172


At the SVDG Partners, we organize the complexities of your financial life. Our team dedicates time and resources to a limited number of high-net-worth individuals and their families so that we can provide an attentive and holistic investment management experience.

We implement strategies designed to grow with you—from capital accumulation and asset preservation to retirement planning and generational wealth transfer. By taking a goals-based approach, we tailor each portfolio individually—to you and your unique needs and sophisticated financial challenges.

Our philosophy is long-term, and we manage portfolios to reflect this. Our number-one objective is to create financial strategies that help weather any type of market. We position you to block out short-term market noise and avoid the common pitfalls of investing, offering confidence that investments are on target to help achieve your goals.

We place emphasis on the efficient and detailed organization of trusts and estates, and work in partnership with your outside advisors. By tapping the extensive resources of J.P. Morgan, we provide direct access to a broad suite of lending, banking, business and credit services that enable us to address the entirety of your wealth management needs.

Our team is committed to going beyond what’s expected, and we work hard to make our accessibility and responsiveness an everyday reality for our clients.

Investment Approach

Wealth management is an individual enterprise—We pay attention to the details and psychology of each investor—what your specific thoughts are regarding financial management and how your viewpoint has been shaped by previous investments.

Working with you means working for you—Our clients expect us to help solve problems and more; we are idea generators, networking allies and a second set of eyes, immersing ourselves into the fabric of your big picture.

Our consultative approach builds a culture of collaboration—By partnering side-by-side with you, we help you to articulate the objectives and goals you find most important. We regard this as an integral step toward defining an appropriate asset allocation and uncovering potential investment opportunities.

Goals-based planning should be a personalized process—We know that many individuals invest their resources in a relative fashion compared to other investors in the marketplace. We, however, measure success by deploying your assets in a uniquely customized manner toward the specific goals you want to achieve, rather than chasing market returns.

Our millennial energy is plugged into today’s environment—Navigating new challenges requires vigor and constant attention. We harness a fresh perspective to filter the many sources of information available and to eliminate confusion and noise. Our team embraces a diverse, informed and tech-savvy methodology that reflects modern investment ideas.

We take a deliberate approach to each new relationship—We invest your assets in a targeted way, as experience has taught us it takes time to fine-tune allocations. Our overarching objective is to uncover value using an appropriate level of risk so that we may support you through good times and challenging market cycles.

We impart a discipline of planning—Our team works directly with you to emphasize strategies that prioritize your objectives, save time and provide clarity. We evaluate the impacts of individual financial decisions and integrate them into a single, cohesive plan—trust and estate, lending, retirement and more.

Yet our communication style is familiar—We know that every relationship begins from its core, and we work hard to treat you as an individual rather than follow a script or formula. You will find that our approach is friendly and transparent.

Wealth must function as a whole—Working hand-in-glove alongside your accountants, lawyers and other trusted advisors, we assess your financial situation, including the intangible elements that are not always easily quantified, to help keep your strategies tied together.

There’s value in making a big firm feel small—We harness the firm’s global capabilities and our own connections and network, both internal and external, to find the resources that can help enhance the differing aspects of your financial life.

We are backed by an industry leader—Our capabilities are backed by the fiscal strength and stability of J.P. Morgan’s fortress balance sheet to help safeguard your assets in various economic environments. We welcome the opportunity to plan for your financial future and be a partner in your success.

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.


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.


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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.