
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

Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now