"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
2024 • 2023 • 2022 • 2020 • 2019
Top Next-Gen Wealth Advisors Best-In-State
2023

Barron's

Top 250 Private Wealth Management Teams
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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.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.