"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

Wealth Planning

“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors

September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business Planning

Business succession planning: Valuing your business

September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Wealth Planning

6 strategies to consider before year-end

September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
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