Wealth Partners

The Corbett Mason Warren Group

Welcome

Advisory support for the complexities of wealth
We provide comprehensive investment and wealth advisory strategies to help address and coordinate the intricate needs of our successful client base ultra high-net-worth individuals and their families, entrepreneurs and corporate executives. Our goal is to relieve the financial stress that often accompanies great achievement.
Single point of contact
Our team works with a select number of clients to help ensure a more intimate and dedicated advisory experience. This boutique-quality focus positions us to serve your unique needs and objectives in a truly tailored manner. We collaborate in a differentiated fashion and with a personal touch that is akin to a family office experience. Clients tell us they appreciate this direction and guidance to foster informed decision-making.
Capabilities backed by outstanding credentials
We have organized our practice to harness the depth of our experience and the power of our complementary backgrounds—providing many layers of networking and know-how that help enhance clients' lives.
Comprehensive investment and wealth planning
By functioning as your dedicated team within J.P. Morgan, we direct the full capabilities of the firm toward your individualized needs.

> Wealth planning
> Investment and wealth advisory guidance
> Management of concentrated equity positions
– Hedging and monetization strategies
– Rule 10b5-1 plan design and execution
– Form 144 filings for corporate insiders
> Pre- and post-liquidity planning
> Corporate retirement services
> Portfolio management
> Trust and estate planning
> Cash flow management
> Tax-advantaged strategies
> Private banking
> Philanthropic giving

Investment Approach

A dedication to what matters most
At The Corbett Mason Group, we understand that wealth is rarely an end in itself—it is a means by which our clients enhance the lives of their families and future generations. With this responsibility in mind, we offer investment and wealth planning services to oversee the complexities that accompany the accumulation of significant assets. Our mission is to make your days easier through the thoughtful organization of every element of your financial life.
Single point of contact
We work with a select number of C-suite executives and ultra-high-net-worth individuals to help ensure a more intimate and dedicated advisory experience. This boutique-quality focus positions us to attend to your unique needs and objectives in a truly tailored manner. Clients tell us they appreciate this direction and guidance to foster informed decision making. By seamlessly partnering alongside your other professional advisors, accountants, attorneys and business managers, we help ensure that your advisory strategies are integrated into one cohesive scenario.
Individualized offerings
We begin by using a thorough discovery process to identify the goals, objectives and risk considerations that are important to you. We find that these requirements often extend beyond investment management to include lending considerations, trust and estate planning, tax impacts and philanthropic strategies.
Comprehensive investment and wealth planning
Through our direct access to the extensive resources of J.P. Morgan, we open up more of the firm's opportunities for you, providing a wealth of value-added services. Our team is particularly adept at developing strategies for liquidity management and the diversification of concentrated positions.

• Financial Planning
• Investment and Wealth Advisory Guidance
• Management of Concentrated Equity PositionsHedging and Monetization Strategies
  Rule 10b5-1 Plan Design and Execution
  Form 144 Filings for Corporate Insiders
• Pre- and Post-Liquidity Planning
• Corporate Retirement Services
• Portfolio Development
• Trust and Estate Planning
• Cash Flow Management
• Tax-Advantaged Approaches
• Private Banking
• Philanthropic Giving
• Credit and Lending
• Mortgages

Uniquely structured team
The depth of our integrated skill set spans 10 decades, and we have built our practice around a strong team of professionals with differing yet complementary backgrounds. These synergies work on many levels to help power our research-driven insights, top-tier customer service and executional excellence. We have a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Analyst on the team to help design and implement customized financial plans and tailored portfolios. These distinctions ensure that our team is held to a fiduciary standard of care that looks out for the best interests of our clients.
Our multidisciplinary team provides the type of personal touch that is invaluable when advising families with considerable assets. The cornerstone of our team is carved from the many layers of networking and know-how that we bring to bear for the benefit of our clients' lives.