"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
Retirement
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Markets and Economy
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Markets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
Markets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
Wealth Planning
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Investing
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Family Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Markets and Economy
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
Wealth Planning
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowRetirement
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowMarkets and Economy
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowMarkets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowMarkets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowWealth Planning
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowInvesting
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowFamily Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowMarkets and Economy
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowWealth Planning
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.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.