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The Loeb Group

The Loeb Group

We recognize that wealth is rarely an end in itself—it is a means by which our clients provide for themselves and their families.

561.694.5655

404.842.4174

3825 PGA Blvd. Floor 8 
Palm Beach Gardens, FL 33410

 

Welcome

We recognize that wealth is rarely an end in itself—it is a means by which our clients provide for themselves and their families. Our team is experienced in managing the sophisticated complexities that often accompany success. Whether clients 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 their financial lives.

We create tailored portfolios that are individualized for each client. Our team is experienced in addressing a broad range of investment management objectives, delivering strategies for the diversification of assets, tax minimization, estate planning and other long-term financial objectives.

We are always mindful that no strategy or tactic stands on its own, but is interconnected in the pursuit of overall goals. Working closely with our clients’ outside advisors, CPAs and attorneys, we help ensure that the totality of each 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:

Personalized Financial Strategies

  • Private Banking
  • Mortgages
  • Securities-Based Lending
  • Wealth Preservation and Transfer Strategies
  • Philanthropic Giving
  • Education Funding
  • Retirement Planning
  • Credit Cards

Investment Management

  • Tailored Asset Allocation
  • Risk Management
  • Diversification Planning
  • Tax-Advantaged Strategies
  • Traditional and Alternative Investments

Investment Approach

Simplifying the complexities of wealth

For high-performing professionals, the accumulation of wealth is a symbol of achievement and the culmination of hard work, innovative thinking and dedication. It can also be the source of financial pressures and concerns.

The Loeb Group has over 49 years of combined experience in the financial services industry with the full array of J.P. Morgan’s industry-leading resources to help manage both sides of our clients’ balance sheets and provide appropriate strategies for their financial needs. These include investment management, private banking, preferred lending and mortgage programs, credit facilities, trust and estate planning, and philanthropic giving. We serve as our clients’ committed liaison to the firm’s research capabilities and intellectual capital.

A Personalized Experience

At The Loeb Group, we work with a select group of clients in order to foster exceptional and long-lasting relationships. We believe that this strong and vibrant foundation affords us the ability to offer the highest level of personal attention and responsiveness to help our clients thrive in both good and challenging times.

Our emphasis on strengthening, safeguarding and growing personal wealth is integral to helping clients protect what they have worked so hard to build. We are proud to serve multigenerational families that entrust us to help them carry out their legacies.

Our investing process
We deliver investment portfolios and asset allocations tailored specifically for our clients. The team’s focus is not only on each individual’s unique financial situation, but also on their background and experiences.

Our team takes a holistic view, based on our understanding of a client’s financial profile, investment objectives and risk tolerance, to create customized and diversified portfolios, and help manage overall market volatility without compromising long-term results.

Ongoing oversight
Experience has shown us that we must always be ready and available to adjust and adapt. We meet regularly with clients and their trusted advisors (including attorneys and CPAs) to review how investments are growing, and to keep pace with any changes in business or personal objectives that may affect our planning.

Meet Our Team

Click a profile to learn more about each member

David Loeb

Executive Director


561.694.5655

david.loeb@jpmorgan.com

3825 PGA Blvd. Floor 8 
Palm Beach Gardens, FL 33410

HF Blalock

Investment Associate


404.842.4372

hf.blalock@jpmorgan.com

3825 PGA Blvd. Floor 8 
Palm Beach Gardens, FL 33410

Andrew J. Outcalt

Client Associate


561.694.5684

andrew.outcalt@jpmorgan.com

3825 PGA Blvd. Floor 8
Palm Beach Gardens, FL 33410

Gabriel Sanchez

Wealth Advisor


561.694.5680

gabriel.l.sanchez@jpmorgan.com

3825 PGA Blvd. Floor 8
Palm Beach Gardens, FL 33410

Specialist Resources*

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

CIMA® and Certified Investment Management Analyst® are registered trademarks owned by IMCA Investment Management Consultants Association®.

* Specialist Resources can help J.P. Morgan Advisors on a case-by-case client basis.  

 

 

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.