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Global Scale. Local Presence.
Our advisors offer you the resources of a global financial powerhouse and the support of a boutique firm.
Our Washington, D.C. Financial Advisors explore the values and goals of every client, to discover what's most important to you and address any challenges that you may face.
• Do you feel confident that your family's wealth assets can sustain your lifestyle and legacy goals?
• Are you prepared for your company’s future sale?
• Have you considered whether your equity compensation and benefits are optimized for your pending retirement?
With a focus on these critical issues, our Advisors leverage the full range of wealth management resources at
J.P.Morgan in order to use strategies and methods tailored to help meet your specific needs.
We look forward to partnering together with you.
Gina Sorrells
Regional Director
Our Services
We provide guidance for your ever-evolving needs, and can help you navigate major wealth events.
Cash & Liquidity Management
Concierge Banking
Executive Services
Wealth Transfer
Tax Planning Strategies
Portfolio Analysis & Construction
Customized Lending
Philanthropy
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