David Stecker

Welcome

At Stecker Wealth Management, we are a boutique within J.P. Morgan. We recognize that finances are innately personal and intimate. We invite you to review the ways we look to add measurable value to your life, offering you curated advice and reliable attention that differentiates our practice.

Our clients trust us because they have witnessed our impeccable service and continuing concern for their well-being. We look to be "all things" to a select group of people, addressing any financial need they encounter. David applies the knowledge he has gained from more than three decades in wealth management to resolve complex needs, triage issues and pinpoint resources. Forging strong connections with clients and their families has become the signature of his practice.

A different level of connectivity. The clients who engage our advice tend to have busy lives. Many are entrepreneurs, founders, executives and professional investors. Immersed in their professions, families and communities, they recognize their wealth may not be receiving the ongoing attention it deserves.

We look to remedy that deficit. While we may not have the answer to every issue, we do have access to a robust network of subject matter experts integrating the insights of J.P. Morgan specialists. Our goal is to provide solutions for both apparent issues and gaps we identify that often lie beneath the surface.

• We are your dedicated financial home. We are a single conduit to a host of banking, lending and capital market needs. We know your needs may evolve over time, so we stay attuned to changing circumstances in your personal and professional life, ready to integrate the powerful capabilities of our network.
• We look out for your interests. We believe that trust is nurtured over time, through decisions large and small. Referrals are our primary source of new relationships. The clients we advise gain peace of mind knowing our team has taken care of them and the individuals who made the initial introductions.
• We support you across your financial lifecycle. Whether you are a young professional actively building your wealth or a mid-career professional, we are here for you, providing ideas designed to help you capitalize on opportunities. If you are contemplating retirement—or have already attained that milestone—we can help you with the delicate transition of structuring income from your investments to replace the income from your earnings.
• We take a personal stake in your success. We never take our work for granted, guiding each person or family with the enthusiasm and watchfulness we would want for our own families. You will witness firsthand how much we care about you, and the way that mindset manifests in our actions. We match our commitment with the skill and experience to execute on your intentions, helping you create a rewarding financial life.

Our investment approach

We provide a disciplined, directed approach to investing, centered on your priorities and objectives:

• Customized vs. "Cookie Cutter." As opposed to measuring results against a traditional stock or bond index, our portfolios are designed to keep clients on track with their "personal life index," giving clients the confidence to answer the following question in the affirmative: "Can I afford to do what I want to do?"
• We focus on your risk tolerance. Risk can be difficult for people to quantify. We illustrate specific scenarios to help clients understand their true appetite for risk and stay the course when rough waters inevitably appear. We communicate regularly with clients and keep them apprised of our progress relative to their long-term goals, tax circumstances and legacy intentions.
• We offer a proprietary equity portfolio. Our proprietary portfolio allows us greater latitude for tax efficiency, focusing on after-tax returns as a key metric. We adapt to conditions and adjust our allocations based on underlying market conditions as well as client preferences.