Holistic wealth management
Our team serves the needs of business owners, entrepreneurs, corporate executives, successful professionals and affluent retirees who have worked hard to acquire significant wealth and are looking for ways in which to make these assets work for them. Our integrated approach to wealth management considers the totality of each client’s financial picture. We bring a robust background in institutional investment management to address a broad range of personal requirements—tailored portfolios, generational wealth transfer ideas, philanthropic giving—and to help secure a legacy for future generations.
We have shaped The Sylvia Wealth Management Group around a strong team of professionals with differing, yet complementary backgrounds. Our synergies work on many levels to help ensure robust support for an inclusive array of financial needs:
- Wealth Planning
- Personalized Banking
- Credit, Lending and Mortgages
- Trust and Estate Ideas
- Tax-Advantaged Strategies
Kurt Sylvia, the founder of our practice, is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client assets and are subject to ongoing quantitative and qualitative reviews to assess each advisor’s investment strategy. This distinction empowers us to construct strategies and manage your wealth based on our own carefully crafted investment plans.
A personalized experience
As a differentiating feature of The Sylvia Wealth Management Group, we have a Certified Financial Planner™ on staff to organize the important elements of your financial life so that we may provide a family-office-style experience. Through a collaborative partnership, we function seamlessly alongside CPAs, attorneys and other outside professionals to address the totality of your financial situation.
Our commitment to our clients extends far beyond wealth management—we strive to make our accessibility and responsiveness an everyday reality.
Backed by J.P. Morgan, an industry leader
By tapping the extensive resources of J.P. Morgan, we open up more of the firm’s opportunities for you, providing access to the investment research and intellectual capital that enable us to address the entirety of your advisory needs. As a client of the firm, you will benefit from the fiscal strength and stability of our fortress balance sheet to help safeguard your assets in all economic conditions.