The Howe Team

"We pride ourselves on earning client trust and maintaining relationships for years and generations."
About The Howe Team

Experience, Trust, Solutions

With over 75 years of collective experience, our team offers clients unparalleled expertise to provide customized investment advice and execution. We access the multiple lines of businesses and services within JP Morgan to meet your needs- whether they be capital market transactions, investment management, or banking and lending. We pride ourselves on earning client trust and maintaining relationships for years and generations.
Our personalized services include:

  • Brokerage and asset custody
  • Investment advisory
  • Hedge funds and private equity
  • Restricted securities and concentrated positions
  • Lending and mortgages
  • Philanthropic gifting

Meet Our Team

Insights

Retirement

3 ways to stay active while in retirement

April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Wealth Planning

Four mistakes with life insurance you don’t need (or want) to make

April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Outlook

Quick Shot: Geopolitical unrest: Assessing market implications

April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
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