The Pogofsky Ward Group

"We establish a long-lasting relationship to lend you support along your wealth journey."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2025 • 2024
About The Pogofsky Ward Group

Bespoke strategies tailored to your needs.

Our practice focuses on assisting people like you who seek experienced guidance to address your complex financial scenarios. We serve as powerful allies in managing your wealth across the balance sheet to help grow, preserve and transfer your assets.
We forge strong client relationships to provide you with a full range of advisory and wealth planning services. As your dedicated point person, we help facilitate the full complement of J.P. Morgan's resources, which include, but are not limited to:

  • Advisory and managed account services
  • Asset allocation and portfolio construction
  • Banking and lending solutions
  • Alternative investments
  • Wealth planning

We serve as your partner, advising you in making informed and strategic decisions. Together, we can address your needs, no matter how complex they may be. You benefit from J.P. Morgan's reputation as a global financial powerhouse and its award-winning research1, sophisticated skill sets, intellectual capital and market perspectives.
1Source: Institutional Investor, 2022.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Elyse Ausenbaugh
Global Investment Strategist

Talia Gersch
Head of Alternative Investments, U.S. Southeast Region & JPMA

Insights

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.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.