Welcome

The Traynor Adams Group offers tailored wealth management strategies for ultra-high-net-worth individuals, business owners and C-suite executives. Through many years of advisory experience, we have developed a particular affinity for helping to manage one-time liquidity opportunities afforded by the energy sector. Because liquidity events occur infrequently but often have a tremendous upside potential, we believe they necessitate a team of seasoned professionals who have the capabilities to add significant value and help develop a plan for success. Our team brings deep institutional-level knowledge of IPOs, M&As and exit strategies to help navigate the complex details of pre- and post-liquidity considerations that can accompany these transactions. We take a more conservative view and leverage hedging strategies, private equity and alternative investments to help lessen volatility and maintain a low correlation to the equity and fixed income markets. Once a liquidity transaction has been completed, we provide comprehensive wealth management that cares for both the short- and long-term goals of each client. Drawing upon the vast resources of J.P. Morgan, we deliver advisory guidance to build wealth, manage it effectively and protect it for the next generation.