"The Desser Group has over 100 combined years of experience investing for ultra-high-net-worth individuals, families and institutions."
Wealth Partners
The Desser Group

Wealth Partners
The Desser Group

"The Desser Group has over 100 combined years of experience investing for ultra-high-net-worth individuals, families and institutions."

Awards and Industry Recognition

Forbes

Top Next-Gen Wealth Advisors
2019 • 2018 • 2017
Top Wealth Advisors Best-In State
2025 • 2024 • 2023 • 2022 • 2020 • 2019
Top Next-Gen Wealth Advisors Best-In-State
2023

Barron's

Top 250 Private Wealth Management Teams
2025 • 2024
About The Desser Group

Welcome

We realize that everyone has unique goals. We work closely with our clients, employ a disciplined investment process to understand their needs, and tailor our broad array of investment strategies to help them pursue their goals. In each key area of wealth management—investments, liquidity and credit management, and tax and estate planning strategies—we have the experience and knowledge that help with managing the complexities of significant wealth.

Our team

The Desser Group has over 100 combined years of experience investing for ultra-high-net-worth individuals, families and institutions. By leveraging the wide array of J.P. Morgan's research and investment products, and our own strategic analysis of capital market conditions, we craft tailored investment plans, paying particular attention to after-tax income needs and client risk tolerance. We work with each client to help establish expectations and set financial goals, carefully structuring and closely monitoring our clients' investment accounts.

Meet Our Team

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.

Insights

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Wealth Planning

What is a living trust?

June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
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