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The TBW Group

Wealth Partners at J.P. Morgan

The TBW Group

We provide comprehensive wealth guidance and portfolio management services to high- and ultra-high-net-worth individuals and public and private companies.


212.272.7461

277 Park Avenue
New York, NY 10172

Welcome

We provide comprehensive wealth guidance and portfolio management services to high- and ultra-high-net-worth individuals, and public and private companies. Our aim is to offer clients the best of both worlds–institutional-style insights combined with deep capabilities in managing significant assets. Managing over $13 billion in assets, our emphasis on capital appreciation and income generation helps establish our team as one of the premier wealth management groups.

Our holistic approach to wealth management allows us to integrate important financial elements into one cohesive strategy. We partner with outside advisors, accountants and attorneys to help ensure that the entirety of each client’s financial picture is considered.

Our Investment Approach

A tailored strategy

Our primary objective is to present guidance that is in the best interests of each client. We bring bespoke investment strategies to meet our clients' needs and a dedication to first-class customer service.

Through customized investment strategies and family—office quality service, we help our clients grow, protect and pass on what they have worked hard to build. We are proud to serve multigenerational families that entrust us with their assets.

Capabilities backed by robust resources
At J.P. Morgan Wealth Management, we are backed by one of the largest and most respected companies in the world. Our 200-year history of serving individuals and institutions alike allows us to deliver the highest caliber of wealth advisory services in the areas of investment management, personalized banking and individualized lending.

Single point of contact
By tapping the extensive resources of the firm, we provide direct access to a suite of value-added products and services to address wide-ranging wealth management needs:

  • Investment Management
  • Fixed Income Approaches
  • Cash Management
  • Trust and Estate Considerations
  • Generational Wealth Transfer
  • Credit and Lending Services
  • Retirement Planning
  • Philanthropic Giving
  • Personalized Banking

Meet Our Team

Click a profile to learn more about each member

 

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.