"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

Family Legacy

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Retirement

What is a backdoor Roth IRA?

June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
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