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

Outlook

Bubble or bliss? Why we think stocks could grind higher.

March 28, 2024The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.Read Now
Wealth Planning

Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges

March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now
Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read Now
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