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The Sylvia Wealth Management Group

Wealth Partners at J.P. Morgan

The Sylvia Wealth Management Group

As a member of the exclusive J.P. Morgan Wealth Partners, our office provides a curated approach for the sophisticated needs of ultra-high net worth individuals and families.


561.694.5652

3825 PGA Blvd., Floor 9
Palm Beach Gardens, FL 33410

1450 Brickell Avenue, Floor 15
Miami, FL 33131

Welcome

Kurt Sylvia is an award-winning Wealth Advisor and Wealth Manager located in South Florida. He heads The Sylvia Wealth Management Group at J.P. Morgan Wealth Management and is dedicated to serving the specialized needs of a select group of affluent individuals, families and institutional investors.

With over 25 years of experience in private wealth management, Kurt proactively serves families of significant means, leveraging the world-class platforms of J.P. Morgan. Kurt has created a unique service model that draws on the strengths and capabilities of each team member in order to deliver customized, personal advice. Client services for select families mirror family office-type services, and the team is equally tenacious about service as they are about wealth management advice. Each client has a personal relationship with Kurt and is engaged with regularly scheduled communications that are meaningful in nature. By limiting the number of clients in his practice, he is able to concentrate on interacting in a more dynamic and attentive manner.

As a part of J.P. Morgan, Kurt is backed by one of the largest and most respected companies in the world. Accessing the resources of this global financial powerhouse, he offers exceptional investment guidance and wealth management services that align with his clients' personal objectives. By working with a knowledgeable and dedicated group of J.P. Morgan specialists, both locally and globally, Kurt delivers highly customized solutions that address a wide spectrum of wealth management needs. Kurt’s approach to managing multigenerational wealth extends beyond investment management to include liability management, structured finance solutions, trust services, estate planning, tax management and philanthropic strategies.

Kurt’s mission is to offer strategic financial advice that includes quality investment management solutions and full-service support to address the complexities of people with significant wealth.

Investment Approach

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.

Experienced-based capabilities
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.

Awards & Recognition

Barron's top 1200 Financial Advisors 2020
Forbes Best-In-State Wealth Advisors 2020

Barron's1

Top 1,200 Financial Advisors

Top Florida Advisor

2021 · 2020 · 2017 · 2016 · 2015 · 2014 · 2013 · 2012 · 2011 · 2010 

2020 · 2017 · 2016 · 2014 · 2013 · 2012 · 2011 · 2010

Forbes2

Best-In-State Wealth Advisors

America’s Top Wealth Advisors

2021 · 2020 · 2019

2017 · 2016

Financial Times3

Top 400 Advisors

2018 · 2017 · 2016 · 2014 · 2013

Meet Our Team

Kurt Sylvia

Managing Director


561.694.5652

kurt.sylvia@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Patrick Connolly

Vice President


561.694.5653

patrick.f.connolly@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Colin Hickey

Vice President


561.694.5626

colin.hickey@jpmorgan.com

3825 PGA Blvd., Floor 09
Palm Beach Gardens, FL 33410

Nathan Krueger, CFP®

Portfolio Manager


561.694.5642

nathan.krueger@Jpmorgan.com

3825 PGA Blvd., Floor 09
Palm Beach Gardens, FL 33410

Terri Smith

Senior Client Associate


561.694.5639

terri.smith@jpmorgan.com

3825 PGA Blvd., Floor 09
Palm Beach Gardens, FL 33410

Blake Erwin

Client Associate


561.694.5683

blake.erwin@jpmorgan.com

3825 PGA Blvd., Floor 09
Palm Beach Gardens, FL 33410

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

1. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment selection abilities.
2. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.
3. 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.

 

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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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