"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

Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
Wealth Planning

Make philanthropy a family affair

October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
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