"Bespoke strategies built around your needs."
Matthew L. Hall
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 Now
Wealth 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 Now
Outlook

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 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.