Wealth Partners

The Resnick Group

Welcome

Significant wealth is different—in its demands and its complexity. At the Resnick Group, we understand that distinction.

Founded by Danny Resnick, our team is close knit and high performing. We look to cultivate a culture of excellence and take great satisfaction in doing our work thoroughly and well. Entrepreneurial by nature, we understand and relate to our clients' hard work and the sacrifice required to create their substantial wealth. We are driven—to work hard and to support our clients in creating the lives they envision.

Our clients include us as a critical part of their inner circle. Wealth creators from varied paths engage our assistance—business owners, corporate executives, financial services professionals, retirement plans, and professional athletes. They value the perceptiveness of our advice and the precision of our execution.

We invite you to learn more about the ways we create a preeminent experience for the clients we serve, one that forges lifetime bonds of mutual trust.

A purposeful process
We advise a limited number of clients by design. Our engagement touches every facet of clients' financial lives. As a result, we spend significant time with each person or family, relieving client stress and providing in-depth coordination.

Long-term relationships are the bedrock of our approach, and we are keenly attuned to clients' aspirations, walking with them through crossroads in their lives, both financially and personally. At each of these junctures, we offer the insights we have gained advising an accomplished clientele, from liquidity-event planning and trust and estate design to tax-sensitive investing and wealth-planning strategy.

We offer a well-defined approach:

• Listen: Discern client concerns, values and hopes for their wealth. We honor the distinctive path of each of our clients, listening attentively. We appreciate that wealth is intensely personal.
• Uncover: Identify client goals. Each client approaches our process with their own understanding of their goals, and it is our responsibility to help them define and prioritize. Our wealth planning process is painstaking in its customization, reflecting the seriousness of our intent
• Design: Align goals with estate planning. With our team of Wealth Planning & Advice specialists, we regularly work closely with our clients' legal and tax advisors to create and execute effective wealth transfer strategies aligned with our clients' goals.
• Implement: Connect investment strategy to wealth structuring. Customization is fundamental to our process, and we align asset allocation and implementation with risk tolerance, time horizon and estate-planning considerations when constructing portfolios.
• Monitor: Perpetual review of our process-oriented framework. Goals can, and often do, change over time. We are frequently in touch with our clients to ensure there is connectivity between their goals and strategy design and implementation.

A curated investment approach
We employ a core and satellite approach to portfolio design:

• Our philosophy is anchored by direct indexing with tax loss harvesting, often paired with core fixed income.
• We use a variety of other asset classes to complete the core, including extended credit, alternative investments and thematic equities, among others.
• Our investment approach is objective-driven and bespoke. We believe investment allocations should reflect each client's goals and preferences.
• The J.P. Morgan platform facilitates our approach, providing us with an expansive opportunity set that can be fine-tuned for varied client circumstances and market conditions.

A genuine joy in our work
When clients engage our advice, they tend to notice a few aspects of our practice:

• Reliability. We work hard to help clients rest easily, and our team members all pride themselves on providing concierge-level service. Through life's highs and lows, we serve as sounding boards and confidantes. When clients confide in us that they "feel so much better" after speaking with us, we are humbled to have made a difference in their lives.
• Perspective. Particularly in times of heightened market turbulence, we help clients focus on their long-term goals. We are believers in the science of behavioral finance, which provides insight into how emotions influence financial decision-making, empowering our team and our clients to recognize biases and develop strategies for better outcomes.
• Creativity. Speak with us for a few minutes, and we expect you'll hear something different. Substantial wealth often requires a deeper level of thinking. Whether you have a business issue, a family need, or another kind of challenge, we are eager to help. If we do not have an answer directly, we can turn to our network inside and outside of J.P. Morgan.

Extremely proud of our clients, we are grateful for the opportunity to work with an extraordinary clientele who inspire us. To learn more about our capabilities, please contact us directly.