Wealth Partners

The CR|BI Group

Welcome

The CR|BI Group manages and coordinates all aspects of your financial life so you can focus on what's most important to you. We combine decades of experience in private wealth management with the client service focus of an intimate boutique to offer you an array of comprehensive wealth planning capabilities, investment strategies, alternative assets and private banking services. Most importantly, our fiduciary approach places your interests first and foremost.
We begin by employing a discovery process to uncover your short- and long-term goals and then scale the global capabilities of J.P. Morgan down to an individual and bespoke level. Our team considers both sides of your balance sheet to prepare a roadmap encompassing your complete financial picture.
The CR|BI Group's investment process includes selecting top-tier investment managers to build long-term diversified portfolios. On-going management includes tracking fluctuating market conditions and tactically allocating to capitalize on near-term opportunities.
Our high-touch service model is designed to convey the care and attention you deserve. You can take comfort in knowing that we couple our seasoned backgrounds with J.P. Morgan's extensive resources and thought leadership to address every aspect of managing your wealth.