The Winter-Fish Group
"Our team utilizes the extensive resources available at J.P. Morgan, giving clients access to opportunities of a leading global financial services company while retaining the intimacy of a family office."
About The Winter-Fish Group
Welcome
With more than 90 years of collective investment experience, The Winter-Fish Group at J.P. Morgan Securities is well suited to provide customized wealth and portfolio management strategies for ultra-high-net-worth families, institutions and foundations. Our team utilizes the extensive resources available at J.P. Morgan, giving clients access to opportunities of a leading global financial services company while retaining the intimacy of a family office.
Our team
The Winter-Fish Group is distinguished by two distinct yet complementary skill sets: providing professional money managers and institutions with the tools and intellectual capital necessary to bolster and build out their portfolios, and offering unique, customized asset management to our individual clients. Our open architecture platform allows us the flexibility to look outside the firm when implementing strategies for our clients, helping to assure that their best interests are met.
We strive to serve our clients' financial needs in the following areas:
- Traditional and alternative investments
- Rollover, 401(k) and other retirement planning
- Wealth preservation and transfer strategies
- Hedging and monetization of concentrated/restricted equity positions
- Stock option execution
- Personal banking
- Mortgages and advised credit lines
- Philanthropic giving
Much of our business is referral-based—a testament, we think, to our clients' high level of satisfaction. Providing exceptional, results-driven service that takes into account the unique circumstances of every client is our focus; maintaining long-term relationships marked by trust is our goal.
Meet Our Team
Insights
Family Legacy
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
Wealth Planning
Liquidity event: What to do if you suddenly become rich
November 3, 2026A liquidity event can be disruptive without a plan. Learn steps to receive, protect and manage a substantial cash inflow for the long term.Read Now
Investing
The impact of holding a concentrated stock position
November 2, 2026A concentrated stock position can add risk to your portfolio and may be difficult to sell. Learn questions to discuss with your advisor if you’re considering diversification.Read Now
Markets and Economy
How do midterm elections affect the stock market? What history shows
November 2, 2026How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.Read Now
Markets and Economy
Jumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read Now
Retirement
Medicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read Now
Retirement
Healthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Family Legacy
What to do with inheritance money: Managing cash, securities and gifting strategies
October 30, 2026Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
Markets and Economy
Kevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read NowFamily Legacy
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowWealth Planning
Liquidity event: What to do if you suddenly become rich
November 3, 2026A liquidity event can be disruptive without a plan. Learn steps to receive, protect and manage a substantial cash inflow for the long term.Read NowInvesting
The impact of holding a concentrated stock position
November 2, 2026A concentrated stock position can add risk to your portfolio and may be difficult to sell. Learn questions to discuss with your advisor if you’re considering diversification.Read NowMarkets and Economy
How do midterm elections affect the stock market? What history shows
November 2, 2026How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.Read NowMarkets and Economy
Jumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read NowRetirement
Medicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read NowRetirement
Healthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowFamily Legacy
What to do with inheritance money: Managing cash, securities and gifting strategies
October 30, 2026Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowMarkets and Economy
Kevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.