
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

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June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
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AI scams, deep fakes, impersonations … oh my!
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July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
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Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now