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The Taggart Group

Wealth Partners at J.P. Morgan

The Taggart Group

Our wealth management methodology is very exacting, and we research and select individualized securities on an account-by-account basis.


212.272.2044
Fax: 917.464.2493

277 Park Avenue
New York, NY 10172

Welcome

The Taggart Group manages the financial affairs of prosperous families. Our team is experienced in addressing the sophisticated complexities that often accompany great accomplishments. This emphasis on the many aspects of your financial life enables us to serve as your advocate and help secure a legacy for generations to come.

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 approach akin to a family-office experience. We collaborate and communicate in a transparent manner and unfailingly act in your best interest.

Our wealth management methodology is very exacting, and we research and select individualized securities on an account-by-account basis. Through this goals-based process, we tailor each strategy individually to your unique needs and multi-generational financial objectives.

As a particular area of focus, we are highly adept at constructing investment portfolios around concentrated exposure. We balance asset allocation, investment location and risk mitigation so the aggregation of all investment strategies conveys a cohesive picture.

More importantly, we build trusted relationships to provide you with the comfort and confidence to stay the course.

Investment Approach

A Dedication to What Matters Most
At the Taggart Group, we understand that your portfolio represents a compilation of your life’s work, ambition, opportunities and investments. Significant wealth can also create complex financial issues that require a dedicated and experienced team.
Our mission is to relieve the stress that often accompanies these great accomplishments by offering comprehensive guidance that addresses all aspects of your financial life.

A Customized Approach
At the Taggart Group, we offer the personalized support of a boutique firm, while having access to all the resources of a world-class financial institution. Our holistic wealth management approach helps clients manage their financial needs, touching on financial and estate planning, tax considerations, managing concentrated investments, and more.

As trusted stewards of your family’s financial legacy, we provide leadership and direction to manage your family dynamics across multiple generations. Our team understands that the continuity of your financial values is essential and we assist with guiding and preparing younger generations for the responsibilities that accompany the inheritance of wealth.

An Allegiance to Client Service
We offer the highest levels of attention and responsiveness to help you navigate the wealth management process in both prosperous and challenging times. Our team has worked together for many years, thus, we bring rigorous due diligence to the details of every relationship.

A Goals-Based Process
Recognizing that every financial scenario is different, we use a consultative process that is designed to identify your specific needs and objectives. This process involves a deep diagnostic assessment that looks at assets, profiles and time horizons. By identifying your specific circumstances, we are best positioned to address your personalized concerns.

Active Portfolio Management
Michael is a member of J.P. Morgan Wealth Management’ prestigious Portfolio Manager Program, a select group of advisors who manage discretionary client portfolios and are subject to regular quantitative and qualitative reviews. The team leverages this distinctive designation to select individual securities and to create tailored portfolios to meet each client’s unique needs.

Individual security selection allows us to work around clients’ existing concentrated investments, whether it be avoiding sectors where a corporate executive has stock exposure to his or her current employer, or diversifying into other sectors less correlated with an existing privately held entity.

J.P. Morgan, an Industry Leader
We are proud to draw upon the institutional research and intellectual insight of J.P. Morgan, a global leader in asset and wealth management, to bring forward-thinking investment and planning ideas to our clients. By focusing on the synergies of planning and investing, we remain focused on enhancing your wealth, better positioning you to meet your goals.

Our Mission

We understand that well-managed investment portfolios provide an opportunity for clients to do great things for their families. Our group is honored to be entrusted with such an important role. We deliver high-touch client service with integrity, honesty and attention to detail.

Our Belief:

Clients are unique, with distinct needs, circumstances and objectives. They merit a portfolio designed specifically to reflect these individualized goals.

Our Promise:

We deliver boutique-quality attention and personalized guidance. Our investment approaches reflect the input of each client’s outside advisors—attorneys, accountants and other professionals—to help enhance potential outcomes.

Our Process:

The starting point for our process is the articulation of short and long-term investment goals.

We perform a thorough data gathering and analyze existing investments with a sensitivity to tax implications.

From these inputs, we create a wealth plan that incorporates all objectives.

Coordination with our clients’ tax advisors helps ensure future investments are appropriately structured for tax minimization.

We monitor portfolios on an ongoing basis and measure progress toward the established goals.

Through frequent client meetings, we review portfolio results and discuss changes to objectives or strategies that may result from evolving impacts.

Our Portfolios:

We structure portfolios that help capitalize on long-term investment trends, reduce capital gains taxes and enhance potential returns.

Portfolios are comprised of individual stocks and bonds which we manage in-house, rather than allocating to outside investment managers.

We believe this approach provides the highest degree of liquidity, transparency and customization.

Awards & Recognition1

Financial Times Top Financial Advisers 2020 FT 400 Ranking April 2020
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Barron's

Top 1,200 Financial Advisors

2021 · 2020 

Forbes

Best-In-State Wealth Advisors

2021 · 2020

Top Wealth Advisors

2019

Financial Times

Top 400 Financial Advisers

2020 · 2019

Meet Our Team

Click a profile to learn more about each member

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

1. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Awards or rankings are not indicative of future success or results.
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). 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. Awards or rankings are not indicative of future success or results.

 

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.

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