"I utilize the vast resources of J.P. Morgan to provide clients with access to lending, cash management, retirement and charitable planning, helping them in each stage of their investing timelines."
Kelly Epstein

Kelly Epstein

"I utilize the vast resources of J.P. Morgan to provide clients with access to lending, cash management, retirement and charitable planning, helping them in each stage of their investing timelines."

Awards and Industry Recognition

Forbes

Top Women Wealth Advisors Best-In-State
2025
About Kelly Epstein

Welcome

Kelly Epstein serves the financial requirements of high-net-worth and multigenerational clients with strategic investment strategies, portfolio management and broader wealth management strategies tailored to her clients' individual needs. She understands the complexities of managing wealth and works closely with her clients' professional networks, including their CPAs and attorneys. Kelly structures portfolios based on a thorough analysis of her clients' risk guidelines, leveraging the resources of J.P. Morgan's open architecture platform to construct portfolios designed to pursue their specific goals. She also utilizes the strength of J.P. Morgan to provide clients with access to lending, cash management, retirement and charitable planning, helping them in each stage of their financial lives

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Insights

Markets

All eyes on DC: 3 things investors should watch

June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Cybersecurity

AI tools and your privacy: What you need to know

June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Cybersecurity

Jetting off for the season? Avoid these cybersecurity and safety pitfalls

June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
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