"Bespoke strategies built around your needs."
Matthew L. Hall
Matthew L. Hall
"Bespoke strategies built around your needs."
About Matthew L. Hall
Whether you are looking to grow, preserve or transfer wealth, our holistic wealth management approach is dedicated to guiding you across the many aspects of your financial life. We deliver customized investment strategies and experienced advice to help manage your personal wealth scenario and grow and protect your legacy.
Client-focused customization
Our team recognizes that no two clients are alike, and we study your specific situation to strategically establish an asset allocation that aligns with risk parameters and personalized goals. We then tactically select investment vehicles to customize individual portfolios. This process is designed to lend you the confidence that your financial future is secure.
A gateway to the resources of an industry leader
J.P. Morgan is among the most trusted and respected financial institutions of its kind. We coordinate the breadth and power of the firm's resources to provide strategies that extend far beyond investment management:
- Trust and estate planning
- Generational transfer
- Philanthropic giving
- Mortgages
- Credit and lending
Insights
Wealth Planning
Beware the wash sale rule
November 5, 2024Tax loss harvesting can help you offset capital gains, but only if you do it properly.Read NowWealth Planning
Are you maximizing your charitable giving?
November 5, 2024If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read NowOutlook
October 2024 jobs report: Only 12,000 jobs added, tempered by disruptions
November 4, 2024U.S. job growth grew by the slowest pace since 2020. Our strategists believe this softer report will keep the Fed on its programmatic rate-cutting cycle.Read NowMarkets
The final stretch: Your top 3 U.S. election questions answered
November 1, 2024From tax policy to government debt, we share our thoughts on key issues facing investors.Read NowWealth Planning
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowMarkets
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read NowCybersecurity
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowMarkets
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowInvesting
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowWealth Planning
Beware the wash sale rule
November 5, 2024Tax loss harvesting can help you offset capital gains, but only if you do it properly.Read NowWealth Planning
Are you maximizing your charitable giving?
November 5, 2024If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read NowOutlook
October 2024 jobs report: Only 12,000 jobs added, tempered by disruptions
November 4, 2024U.S. job growth grew by the slowest pace since 2020. Our strategists believe this softer report will keep the Fed on its programmatic rate-cutting cycle.Read NowMarkets
The final stretch: Your top 3 U.S. election questions answered
November 1, 2024From tax policy to government debt, we share our thoughts on key issues facing investors.Read NowWealth Planning
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowMarkets
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read NowCybersecurity
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowMarkets
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowInvesting
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowPersonalized 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.