
Joel Tannebaum
Welcome
We deliver integrated wealth management and investment services to high-net-worth and ultra-high-net-worth individuals and families who are seeking to preserve their legacies for the next generation.
Our advisory services are highly personalized and tailored to help address each client's unique needs and objectives. We draw on the powerful resources of J.P. Morgan to develop strategies that are supported by rigorous research and are continuously monitored. This proactive approach helps ensure that we respond to evolving market conditions and changes to personal situations.
Investment Approach
Personalized and hands-on attention
For over 30 years, my team has represented the financial interests of high- and ultra-high-net-worth families by delivering the comprehensive capabilities that are more typically aligned with a family office–style experience.
Our primary objective is to present advisory guidance that is in the best interests of each individual. We bring a solution orientation to every encounter and a dedication to first-class customer service.
Whether clients seek to strengthen, safeguard or grow their personal wealth, our emphasis is placed on helping protect what individuals have worked so hard to build. We are proud to serve multigenerational families that entrust us to care for their dreams.
A focus on preservation of capital
We offer asset preservation and income-generation strategies that are designed to address specific financial goals. With a focus on managing investments in a conservative fashion, we design balanced portfolios that help provide for the consistent returns and the reliable cash flow many clients require.
Our tailored investing approach
Partnering closely with each individual, we employ a disciplined discovery process to understand needs and tailor appropriate investment strategies to help pursue distinctive objectives. Based on our understanding of a client's financial profile, investment objectives and risk tolerance, we create diversified portfolios and help manage overall market volatility without compromising long-term results.
Comprehensive capabilities and resources
J.P. Morgan is among the most trusted and respected financial institutions of its kind. We coordinate the breadth and power of the firm's resources, and help clients benefit from the intellectual capital of the organization. By leveraging one of the most robust product platforms in the industry, we can navigate across a broad suite of wealth and portfolio management services to help fulfill our commitment to foster exceptional and long-lasting relationships.
Our team provides appropriate strategies for a wide array of financial needs, including investment strategies, banking, preferred lending and mortgage programs, credit facilities, and trust and estate planning ideas. By partnering alongside CPAs, lawyers and other consultants, we help ensure that the totality of financial goals is considered.
Ongoing oversight
An important component of portfolio management is the continuous analysis and evaluation of asset allocations and investment vehicles. Experience has shown us that we must always be ready and available to adjust and adapt as needed. We meet regularly with clients to keep pace with any changes in business or personal objectives that may affect our planning.
Meet Our Team
Insights

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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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