"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
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
Wealth Planning
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
Markets and Economy
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
Outlook
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Wealth Planning
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
Wealth Planning
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Wealth Planning
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowWealth 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 NowBusiness 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 NowWealth 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 NowWealth Planning
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowMarkets and Economy
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowOutlook
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowWealth Planning
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowWealth Planning
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowWealth Planning
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.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.