"Bespoke strategies built around your needs."
Wendi Doyle and Catherine Chase
About Wendi Doyle and Catherine Chase

Bespoke strategies built around your needs.

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 so that you may stay the course.

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 & estate planning
>> Generational transfer
>> Philanthropic giving
>> Mortgages
>> Credit and lending

Meet Our Team

Insights

Outlook

Is a Goldilocks economy just a fairy tale?

May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read Now
Outlook

Testing the five big insights of our 2024 Outlook

May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read Now
Outlook

April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan

May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.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.