
Wealth PartnersThe Botta McCarron Group
Awards and Industry Recognition




Barron's
Forbes
Financial Advisor IQ
Building a personal financial legacy for families.
We view ourselves as your personal CFO, helping to simplify all parts of your financial life while stewarding your assets in a risk, tax and fee-transparent manner.
ㅤ
Experienced advisory guidance
From the moment The Botta McCarron Group was formed in 1993, we have been passionate about making a difference in our clients' lives. We know that success and the accumulation of assets are a means to provide great things for your family, and we invest ourselves in guiding you to make the most of this opportunity.
ㅤ
Having been in practice for a combined 105 years, our team has borne witness to many market cycles—there truly aren't many scenarios we haven't seen. We couple the strength of this background with the fortress balance sheet of J.P. Morgan and the global banking powerhouse of Chase to provide our clients with a level of access that is considered industry-leading, all while focusing on your specific needs.
ㅤ
Through a holistic approach to wealth management, we work closely with you to create a goals-based plan that echoes your aspirations and values. Everything we do is centered around this long-term strategy designed to integrate your personalized estate plan, asset allocation, customized tax planning and family office services. Our team functions alongside your CPAs, attorneys and other external advisors to help ensure that the entirety of your goals are aligned and integrated. We are particularly adept at working with international clients and managing cross-border relationships.
- Integrated asset management
- Institutional-caliber investment guidance
- Hedging and monetizing strategies
- Diversification of concentrated positions
- Personal banking
- Credit & lending services
- Lifestyle goals
- Business succession
- Philanthropic giving
- Generational wealth transfers
Investment approach
Offering intellectual strength and oustanding service
Our team brings a highly complementary blend of capital markets insight, private client experience and traditional investment management to align interests in a straightforward and direct manner. By functioning as your dedicated team within J.P. Morgan, we bring a problem-solving orientation to direct the full resources of the firm toward your individualized needs.
ㅤ
A detailed and unbiased process
We develop personalized strategies that address complex situations. Consideration is given to many factors including risk tolerance, time horizons, asset allocations, currentneeds and future objectives. Emphasis is placed on diversification away from concentrated positions.
Long-term approaches leverage the firm's vast platform to select investment vehicles from all major equity and fixed-income categories. Short-term plans allow us to remain tactical and adjust to temporary market fluctuations.
ㅤ
A practice built on a powerful foundation
We are dedicated to help seek the best outcomes that represent the interests of every individual and each scenario.
- Fee Transparency: Client portfolios are individualized and we may use a combination of ETFs, mutual funds and third-party managers to help add value at a reasonable cost. Passive strategies are leveraged to provide broad exposure to markets when needed.
- Tax Efficiency: We act as a conduit to the firm's professional resources for the efficient organization and transfer of trusts/estates and wealth preservation and transfer ideas.
- Risk Mitigation: Recognizing that clients have already taken risk in their business pursuits, we apply a conservative outlook to align exposure in a manner that reflects personalized objectives and long-term needs.
Meet Our Team
Specialist Resources

Planning to help you thrive
When your career or your family brings you to another country, life becomes doubly complex. Whether you are a U.S. citizen living as an expat, or have moved to the U.S. from elsewhere, you may need help managing your international finances.
At J.P. Morgan, we work with many people whose success has presented the opportunity to live in another country. We can help you design a plan to optimize your current situation while remaining adaptable for future changes that life and work may bring.
Insights

Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now