"We manage our clients’ assets and simplify their banking needs to parallel the personalized approach of a family office, while giving clients access to opportunities only a global investment firm can provide."
Jason Taylor
Jason Taylor
"We manage our clients’ assets and simplify their banking needs to parallel the personalized approach of a family office, while giving clients access to opportunities only a global investment firm can provide."
About Jason Taylor
Welcome
We concentrate on servicing high-net-worth individuals, families, institutions and foundations to help meet their financial goals. Our team has experience providing personalized and customized strategies to help meet our clients' needs through a broad range of transactional, wealth management and investment advisory services. Our team helps provide a comprehensive approach to help meet our clients' financial needs. We manage both sides of the balance sheet, utilizing the capabilities and resources available through J.P. Morgan. We manage our clients' assets and simplify their banking needs to parallel the personalized approach of a family office, while giving clients access to opportunities only a global investment firm can provide.
Investment Approach
The team works closely with each client to assess their individual needs, time horizon and risk tolerance, among other factors, in developing a customized investment strategy for them. This comprehensive process covers, but is not limited to, the following areas:
Lifestyle & Banking:
- Personal banking needs
- Mortgage and liability needs
- Competitive lending terms and creative structures
- Cash flow needs
- Stock option analysis
- Restricted stock services
Personalized Financial Strategies:
- Wealth preservation and transfer strategies
- Access to best-in-class alternative investments, including hedge funds and private equity (both proprietary and hard to access third-party funds)
- Access to senior strategists and analysts (Institutional Investor ranked #1 in both equity and fixed income research)
- Hedging and monetization of concentrated equity positions
- Tax-advantaged strategies
- Option strategies
- Derivatives and structured products
- Retirement planning services
- Philanthropic giving
Meet Our Team
Insights
Outlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
Markets
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.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
Retirement
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.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
Cybersecurity
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowOutlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowMarkets
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowOutlook
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFamily 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 NowWealth Planning
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowWealth 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 NowRetirement
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowOutlook
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 NowCybersecurity
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.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.