Wealth PartnersThe Lynn Group
Awards and Industry Recognition
Forbes
Helping successful clients achieve their life goals through effective planning, risk discipline and asset allocation. We deliver customized investment ideas that target personalized objectives. Our mission is to address clients' complex needs through simple financial strategies. We serve as the stewards of each individual's financial assets so that they can concentrate on what they do best.
Differentiated by our vast institutional market experience
The Lynn Group serves a range of highly successful clients, from founders, family offices and corporate executives to entrepreneurs, whose focus is on managing their own extraordinary lives. We act as an unfailing beacon of light throughout their evolving life experience.
While we constantly strive to illuminate the path to their financial goals, our team shines brightest during turbulent markets, where prudence and unemotional discipline are paramount. It is in navigating this volatility that our experience sets us apart from other advisors and positions us as preeminent guardians of wealth.
Our approach is simple yet pragmatic and ALWAYS focused on looking out for the best interests of our clients. Within our practice, we have found that market and investment exposure ranges from uninvolved individuals to highly sophisticated investors. This breadth of clientele requires us to customize bespoke solutions for the many elements of their financial needs. While basic investment philosophy is universal, we understand the strategy for each client is highly personal.
With the armada of J.P. Morgan at our disposal, we can extend the full breadth and depth of the firm's resources to serve our clients.
Meet Our Team
Specialist Resources
Insights
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
Four mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now
What is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowFour mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read NowDoes it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read NowWhat is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now