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

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
Personalized guidance begins with a conversation.
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