Value Proposition
Our team has found that one of the most important factors in wealth and portfolio management is an intrinsic understanding of the global markets and a deep familiarity with our clients' goals, priorities and risk tolerance.
Serving Affluent Families and Financial Professionals
Many of our clients are among the most successful and sophisticated investors. They turn to our team for direction in establishing a holistic approach toward their personal wealth management goals. Our focus is trained on investment portfolios that will assist in getting them there.
An Institutional Approach to Personal Investments
We bring a combined five decades of investment leadership experience, which affords an information advantage not readily available to individual investors. Our deep institutional background enables us to provide a sophisticated yet straightforward advisory experience for the personal wealth management needs of ultra-high-net-worth individuals and their families.
Small by Design. Intimate in our Approach. Focused on you.
From our perch at J.P. Morgan Wealth Management, our team offers the personalized service of a boutique organization coupled with the global resources of J.P. Morgan, one of the largest and most well-respected financial organizations in the world. The firm's 160-year history of serving individuals and institutions alike allows us to draw on the intellectual capital, real-time insights and award-winning research^1^needed to inform our detailed process.
**Direct access to specialist resources:**
Our practice is further enhanced through collaborative teamwork with the professional resources of the firm. Wealth Management Specialists can help Wealth Advisors on a caseby- case client basis, depending on the situation and need.
**Holistic Capabilities**
As the first point of contact, our team serves as a dedicated resource to counsel clients on the full range of wealth management disciplines.
- Goals-based Financial Analysis and Planning
- Asset Allocation, Portfolio Design and Construction
- Private and Alternative Investments*
- Tax Efficient Planning Strategies
- Cash and Liquidity Management: Maximizing income in a low interest rate world
- Philanthropy, Wealth Transfer and Asset Protection
- Education and Retirement Funding
- Risk Management Strategies
- Banking, Credit, Lending and Liability Management
*Investment products may not be suitable for all investors. It is important to review all offering documents and understand the risks associated with the underlying investment products before investing.
Investment Advisory Services
Tailored And Attentive
We believe that personal wealth management requires a high level of specialized attention and world-class resources to realize your important life goals. We provide a hands-on and collaborative experience that is grounded in doing what's best for each client.
Rigorous Portfolio Construction
Our holistic investment philosophy emphasizes goals-driven portfolio construction on an open architecture platform. We take a due diligence approach that examines every angle so that we may identify appropriate investment ideas. Our team selects high-quality instruments to build tailored portfolios and leverages a blend of financial tools and modeling techniques to refine investment decisions. We are keenly focused on returns net of fees/expenses and use active management when compelling performance criteria exist.
Emphasis on Tax Efficiency
We are experienced in tax efficiency and in building low-cost exposure to asset classes, which we take to a higher level than most. Our team works in partnership with CPAs and your other outside advisors to help structure your assets to enhance wealth and minimize tax liabilities.
Cash Plus
In this low interest rate environment, our decades of fixed-income experience results in an unusual understanding of successful risk-adjusted techniques for investing excess cash. Our team seeks to access higher yields while maintaining high-quality investment-grade credit exposure, which may generate higher income than cash deposit accounts and money market funds. We will often recommend a segmentation strategy that reflects the desired access to liquidity and improved yield return on cash and cash-like investments.
Ongoing Communications
Our portfolio management approach involves periodic tactical revisions and rebalancing allocations when appropriate. By maintaining frequent contact, we stay in tune with changes happening in your life that may lead to portfolio recalibration.
J.P. Morgan Managed Discretionary Portfolios
For clients who prefer minimal involvement in their investment portfolio activity, we provide J.P. Morgan Core Advisory Portfolios managed by J.P. Morgan's Chief Investment Office portfolio management team.
Meet Our Team
Specialist Resources
Insights

5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read Now
Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read Now
How are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read Now
The intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read Now
Key actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read Now
New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead Now
The case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read Now
There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read Now
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read Now
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read Now
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read Now
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now
5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read Now
Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read Now
How are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read Now
The intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read Now
Key actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read Now
New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead Now
The case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read Now
There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read Now
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read Now
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read Now
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read Now
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now