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The Wilson Group

The Wilson Group

With close to three decades of financial experience, we have a deep understanding of the complexity of our clients’ lives, and offer tailored investment solutions to pursue our clients’ financial goals.


 

215.864.5756

888.781.5051

Fax:  215.933.3262

1735 Market Street, Suite 3110
Philadelphia, PA 19103



Welcome

The Wilson Group provides comprehensive wealth and portfolio management strategies for high-net-worth individuals and small business owners. With close to three decades of financial experience, we have a deep understanding of the complexity of our clients’ lives, and offer tailored investment solutions to pursue our clients’ financial goals.

The cornerstone of our business is risk management. Once your risk parameters are identified, David Wilson, portfolio manager in the J.P. Morgan Wealth Management Portfolio Manager Program, employs an active investment management program that incorporates both sides of your balance sheet and all asset classes. Our investment philosophy is goal-oriented and aimed at asset preservation, accumulation, and appreciation. Leveraging J.P. Morgan’s intellectual capital and industry-leading resources, our proprietary investment management program actively manages, analyzes and monitors risk so that your goals are pursued in a manner that is consistent with your risk tolerance.

Warren Buffet once said, "Predicting rains doesn't count; building arks does." Investing is a process that involves challenges and opportunities. The Wilson Group believes that allocating your assets and risk in a prudent, targeted and decisive manner is paramount to success.

Investment Approach

Our investment philosophy is a value-based, long-term philosophy aimed at asset preservation, accumulation and appreciation. The cornerstone of our business is risk management. Once your risk parameters are identified, The Wilson Group employs an active investment management program that incorporates both sides of your balance sheet and all asset classes. Leveraging J.P. Morgan’s intellectual capital and industry-leading resources, our proprietary investment management program actively manages, analyzes and monitors risk so that your goals are pursued in a manner that is consistent with your risk tolerance.

The Wilson Group’s approach to managing your financial affairs goes far beyond typical wealth management. We employ a family office approach, which allows us to anticipate your family’s needs and provide customized solutions. The Wilson Group works with multiple generations of families and their businesses to offer investment and retirement planning, banking and lending strategies to integrate your financial and life management needs. We may also consult with your other professional advisors, including your accountant, attorney and/or business managers, to ensure that your investment plan works well within your overall wealth management plans.

After taking the time to understand your goals and risk tolerance, The Wilson Group can implement a credit strategy that is structured to your unique circumstances and personal wealth management objectives. We specialize in unique financing tools, such as secured lines of credit, securities-based lending, and home financing consisting of jumbo and non-conforming residential mortgages that offer a variety of flexible lending arrangements.

In times of market instability and turbulence, active management matters. The Wilson Group can serve as your Portfolio Manager, allowing us to handle all investment decisions affecting your portfolio: from mapping out longer-range strategic investment decisions to deciding when to take advantage of timely opportunities—all within a risk framework based on your financial objectives, liquidity needs, risk tolerance and time horizon.

The Wilson Group has access to J.P. Morgan’s award-winning, industry-leading research in all sectors and markets in which our firm does business. Through our team, you will receive the customized service of a boutique firm while being a part of a company that is a global leader in asset management and investment banking.

Meet Our Team

Click a profile to learn more about each member

David P. Wilson, Jr.

Managing Director


215.864.5888

david.wilsonjr@jpmorgan.com

1735 Market Street, Suite 3110
Philadelphia, PA 19103

Matthew Fry, CFP®

Wealth Advisor


215.864.5713

matt.fry@jpmorgan.com

1735 Market Street, Suite 3110
Philadelphia, PA 19103

MaryKate Tobin

Wealth Advisor


215.864.5724

marykate.tobin@jpmorgan.com

1735 Market Street, Suite 3110
Philadelphia, PA 19103

 

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.