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

The PHW Group

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

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



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