Establishing the full potential of your family's legacy.
Serving clients who have amassed substantial wealth requires a high degree of commitment, continuity and capability.
We work closely with some of the most prominent individuals, C-suite executives, founders and family offices across the Southeast and around the country whose needs have evolved to a more complex set of objectives. Our deeply attentive approach extends far beyond investment management—we establish a collaborative relationship that adds value across the entirety of your financial life. This partnership is intended to help grow and protect your assets and pass them to the next generation.
The Principals of our group are Wealth Partners and stand among an elite group of Advisors, hand-picked for their financial education, experience and emphasis on addressing the extraordinary challenges and exclusive opportunities afforded to high-net-worth individuals and families. We offer direct access to J.P. Morgan's thought leadership, market insights and award-winning research team1, which inform our recommendations.
Clients benefit from proven and comprehensive strategies customized to their needs and aspirations.
- Portfolio strategies
- Alternative investments
- Financial stewardship
- Legacy planning
- Liquidity management
- Lending options
- Philanthropic giving
We have intentionally built our group around several talented, smart and multi-generational members who bring complementary backgrounds to ensure a business succession plan is in place. We understand that the continuity of financial values is important, and we work side-by-side with the next generation to prepare them for the responsibilities that accompany the inheritance of wealth.
J.P. Morgan Wealth Partners are backed by the strength of J.P. Morgan's balance sheet, with more than 200 years of proven expertise and over $3.4 trillion in assets under management.2 Yet, we stand within a boutique environment designed to scale the capabilities of a global financial leader to a more intimate and personalized level.
Specialist resources
As a fundamental extension of our team, we engage firm specialists that provide unique financial solutions with multiple products and services.
Our team utilizes specialists:
- Adam Frank, Managing Director, Head of Wealth Planning & Advice
- Jim Hilderbrandt, Executive Director, Head of Banking & Lending Distribution
- Mark O'Connor, Vice President, Global Alternative Solutions Specialist
Meet Our Team
Insights
Investing in Europe as recession threatens and war continues
October 20, 2022There are long-term investing opportunities aligned with policymakers’ priorities in energy transition, food security and defense.Read Now
Trusts: 3 myths and the real story behind them
October 19, 2022Make sure you understand the facts before you set up a trust.Read Now
Mobile apps want access to everything. Don't just "agree.”
October 18, 2022Apps often ask for more user information than they need. Be selective about what you allow.Read Now
Giving season 2022: 4 ways to enhance giving and make an impact
October 17, 2022Many people feel extra generous during the holiday season, while also looking to make year-end donations for tax benefits. Here are some ways you can make an impact this giving season.Read Now
Market volatility has its advantages — if you know where to look
October 13, 2022As the wild swings continue amid inflation and recession concerns, attractive entry points are emerging.Read Now
Are you maximizing your charitable giving?
October 11, 2022If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact. Read Now
What will you do if you suddenly become rich?
January 4, 2023Substantial cash inflows can be disuptive if you do not create a plan to receive and manage the moneyRead Now
Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read NowInvesting in Europe as recession threatens and war continues
October 20, 2022There are long-term investing opportunities aligned with policymakers’ priorities in energy transition, food security and defense.Read NowTrusts: 3 myths and the real story behind them
October 19, 2022Make sure you understand the facts before you set up a trust.Read NowMobile apps want access to everything. Don't just "agree.”
October 18, 2022Apps often ask for more user information than they need. Be selective about what you allow.Read NowGiving season 2022: 4 ways to enhance giving and make an impact
October 17, 2022Many people feel extra generous during the holiday season, while also looking to make year-end donations for tax benefits. Here are some ways you can make an impact this giving season.Read NowMarket volatility has its advantages — if you know where to look
October 13, 2022As the wild swings continue amid inflation and recession concerns, attractive entry points are emerging.Read NowAre you maximizing your charitable giving?
October 11, 2022If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact. Read NowWhat will you do if you suddenly become rich?
January 4, 2023Substantial cash inflows can be disuptive if you do not create a plan to receive and manage the moneyRead NowToday’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read Now