"Our team strives to meet the goals of our clients by providing exceptional service and tapping the specialist resources of J.P. Morgan."
The Gildea Group

The Gildea Group

"Our team strives to meet the goals of our clients by providing exceptional service and tapping the specialist resources of J.P. Morgan."
About The Gildea Group

Bespoke strategies built around your needs

About The Gildea Group

The Gildea Group raws on over six decades of combined wealth management experience to help guide clients like you to the financial future you envision. By listening to each individual, we gain an understanding of your goals and risk tolerance to inform our recommendations. We leverage the open architecture of the J.P. Morgan investment platform to provide you with an unbiased portfolio that targets your important objectives.
Our advice extends beyond investments to care for many elements of your financial picture. We serve as your single point of access to the vast resources of the firm, providing you with banking, lending and retirement plan strategies.
At The Gildea Group, we pride ourselves on handling your day-to-day needs so that you can focus on your family and your business.

Meet Our Team

Insights

Markets

Threading the needle: Where markets may be mispricing trade risk

April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.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.