"The intersection of wealth strategy, investment insights and integrated services."
Jory Sandusky
Jory Sandusky
"The intersection of wealth strategy, investment insights and integrated services."
About Jory Sandusky
We deliver a suite of fully integrated investment management and wealth advisory services for the families we serve.
With decades of experience strategizing with clients on how to preserve and grow their wealth, we help our clients create clear pathways toward the goals they set. Leveraging the world-class research1 J.P. Morgan is known for, as well as the incredible insights from the specialists on our team, we offer both tactical and strategic guidance to help shape the financial lives of our clients for generations.
Our business is rooted in our mission to keep things simple, exceed client expectations and bring integrated service and insights to our client families. We act as fiduciaries and trusted partners for our clients, by keeping their needs in the forefront of every decision we make.
As a boutique with the resources of one of the world's largest and most respected financial institutions, we offer high-touch service and personalized assistance. We take a family office-style approach and are experienced in addressing a broad range of sophisticated financial needs, delivering strategies for the diversification of assets, tax efficiency, estate planning and long-term wealth management objectives.
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Specialist Resources
Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.
Family Wealth Services
Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services:
- Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions
- Family Philanthropy to initiate and/or elevate your giving and create meaningful change
- Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more
- Outsourced Family Office for support with the management of the family's financial and administrative needs
Insights
Wealth Planning
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
Family Legacy
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowFamily Legacy
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Investing
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Markets and Economy
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
Markets and Economy
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
Wealth Planning
Asset protection
January 9, 2026Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Markets and Economy
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
Investing
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowWealth Planning
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowFamily Legacy
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowFamily Legacy
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowInvesting
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets and Economy
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read NowMarkets and Economy
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowWealth Planning
Asset protection
January 9, 2026Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowMarkets and Economy
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read NowInvesting
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.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.