Wealth PartnersThe McPhee Haggerty Ledoux Longmire Group
Awards and Industry Recognition
Forbes
What we do
Our focus is the life science industry.
Leveraging a deep understanding of the unique liquidity and wealth management challenges inherent to the business life cycle of this industry, we deliver comprehensive strategies for life science executives.
Our goals are to help you mitigate risk and to simplify your life. We offer the full range of financial services for the life science industry, from venture services and transaction planning to goals-based wealth planning and wealth management, all under one umbrella. Our experienced, close-knit team provides seamless, high-touch service, backed by the global resources, reach and expertise of J.P. Morgan and J.P. Morgan Wealth Management.
Core Competencies
- Exit strategies for liquidity events
- Employee stock option plan (ESOP) administration and execution
- 10b5-1 design and execution
- Restricted stock sales
- Block trading
- In-kind equity distribution
- Goals-based wealth planning
- Customized wealth and asset management
What makes us different
Your goals are our priorities. We define success by our ability to help you achieve what matters to you most. We ask the right questions and listen carefully to your answers, so our advice is tailored to your goals and aligned with your values.
Here's how we can help:
- A hands-on, consultative approach encourages involvement and engagement
- A team with both depth and breadth—we are a cohesive group of individuals who are each accomplished in our disciplines and hold advanced degrees and certifications
- End-to-end advisory services—we combine our familiarity with regulatory and contractual restrictions with our experience handling liquidity events through market cycles and our access to a broad base of specialists in the space
- An integrated business model where you have direct access to the Principals of our team
- A collaborative spirit, both within the team and with your other trusted advisors, helps ensure that your venture and wealth management strategies work hand in hand
Services that scale with your evolving priorities
As you move through different stages of your life and wealth, your priorities may evolve. Our services evolve with you so your wealth management plan stays aligned with your goals.
- Asset Allocation
- Stock Option Strategy
- Insurance & Disability
- Liability Management
- Trading & Execution
- Banking & Lending
- Wealth Planning
- Estate Planning
- Tax Mitigation Strategies
- Trust Services
- Income Planning
- Philanthropic Planning
- Lifestyle Advisory
- Family Wealth Education
- Income Distribution
- Succession Planning
- Family Governance
Meet Our Team
Bruce is a long-time car enthusiast and a founding member of the McPhee Haggerty Ledoux Longmire Group at J.P. Morgan.
You wouldn't hit the track without a team by your side. You also shouldn't try to manage your wealth without the full range of investment and wealth management capabilities offered by J.P. Morgan. As your financial pit crew, Bruce and his team can help you:
MANAGE YOUR WEALTH
Help you protect and grow the assets you've accumulated:
•Asset allocation strategies
•Portfolio analysis and construction
•Traditional and alternative investments, options and OTC derivatives
•World-class investment research
FUND YOUR PASSIONS
Provide you the means to fund your racing and the rest of your lifestyle:
•Cash and liquidity management
•Margin and non-purpose loans
•Asset-based financing
•Mortgages and home equity lines of credit (HELOC)
PROTECT YOUR FUTURE
•Design a legacy that passes on your values along with your wealth:
•Wealth transfer and estate planning strategies
•Philanthropic planning and charitable giving vehicles
•Education and retirement Tax planning strategies
