"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

Outlook

December 2024 jobs report: 256,000 jobs added, a strong finish to the year

January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Retirement

Making the transition to retirement

January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Investing

Selling stock under a 10b5-1 plan

January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.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.