About The Loeb Group

Bespoke strategies built around your needs.

We recognize that wealth is rarely an end in itself—it is a means by which our clients provide for themselves and their families. Our group is experienced in managing the sophisticated complexities that often accompany success. Whether clients are looking to grow, preserve or transfer wealth, our holistic approach to comprehensive asset management is dedicated to the astute organization of every aspect of their financial lives.

Focused on you

We create tailored portfolios that are individualized for each client. Our group is experienced in addressing a broad range of investment management objectives, delivering strategies for the diversification of assets, tax minimization, estate planning, and other long-term financial objectives. We are always mindful that no strategy or tactic stands on its own, but is interconnected in the pursuit of overall goals. Working closely with our clients' outside advisors, CPAs and attorneys, we help ensure that the totality of each financial picture is considered.

The reputation of J.P. Morgan

Our access to the resources and capabilities of J.P. Morgan, one of the largest and most powerful financial institutions in the world, allows us to deliver the following:

Personalized financial strategies

  • Private banking
  • Mortgages
  • Securities-based lending
  • Wealth preservation and transfer strategies
  • Philanthropic giving
  • Education funding
  • Retirement planning
  • Credit cards

Investment management

  • Tailored asset allocation
  • Risk management
  • Diversification planning
  • Tax-advantaged strategies
  • Traditional and alternative investments

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Investing

Don’t sell America – bet on it

July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
Outlook

June 2025 CPI report: Tariffs are having an impact on consumer prices

July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
Fraud

How to protect yourself from debit card fraud

July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.