An elevated level of service

Wherever you’re at on your journey, your Wealth Advisor is there to connect you to J.P. Morgan’s vast network of experienced specialists and personalized services.

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Your single point of contact for all your financial needs


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Disciplined wealth planning

Realize your vision for the future and prepare for each life milestone with a multigenerational wealth plan that supports your objectives, risk tolerance and time horizon.

  • Trust and estate planning
  • Philanthropic, retirement and education planning
  • Concentrated position management
  • Liquidity event planning and specialized stock services

Holistic investment management

Your Wealth Advisor will help you allocate your assets, navigate market trends and make strategic investment decisions that support your goals, backed by the expertise of our experienced research team. 

  • Corporate retirement plan services
  • Custom investment strategies and portfolio management
  • Cash and liquidity management
  • Broad range of alternative investments

Personalized lending strategies

Receive customized financing options and strategies to help you meet liquidity demands and fund large purchases, such as real estate, fine art, yachts and private aviation.     

  • Tailored credit strategies      
  • Securities-based lines of credit
  • Mortgages and real estate lending    
  • Custom credit and financing strategies

Integrated banking services

Access tailored banking products and services to help you manage your day-to-day cash flow, and get ongoing support from our dedicated service team.

  • Personal banking assistant to help you transition your accounts
  • Real-time support for special requests
  • Cybersecurity and protection
  • Secure tools to manage your money from any device

Family Wealth Platform

Strategies that go beyond the ordinary

We offer specialized services to support our ultra-high-net-worth clients. If you have complex family dynamics or sophisticated lifestyle needs, we can facilitate personal introductions to exceptional specialists who are ready to assist you across critical areas of family life.

Top perspectives in the industry

You can leverage J.P. Morgan global research reports from  experienced research analysts in 26 countries across both developed and emerging economies.

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Start a conversation

Our partnership begins by getting to know you personally. To get started, you can search our network to find a Wealth Advisor to work with locally or virtually, or click here to tell us about your needs and we’ll reach out to you.

Learn more and explore

See our approach

Learn about our highly personalized approach to wealth management, as well as our digital tools, cybersecurity resources and community initiatives.


Discover more ways to invest

Explore more investment solutions from J.P Morgan, including online investing tools and a range of remote and community-based advisor services.