Developing bespoke wealth management strategies built around your needs.
My team and I strive to simplify the complexities of wealth management through education and open communication. We gain a comprehensive picture of each client's financial scenario to develop strategies that are transparent, adaptive and evolve as needed. Our mission is to remove the emotional aspect of financial decision-making through strategic and long-term planning. By helping you recognize the inevitability of market cycles, we empower you to remain focused on your personal priorities and goals.
Consultative and engaging
We partner side-by-side, asking key questions and listening carefully to uncover the objectives you find most important. Through a collaborative style, we help you explore the breadth of opportunities afforded by your substantial assets. We regard ourselves as problem solvers, networking allies and a sounding board, immersing ourselves into the fabric of your big picture. Our strength lies in connecting with like-minded individuals—who value strategic advice and guidance—to share best practices, innovative ideas and thought leadership.
Planning approach
The way my team and I view wealth management extends far beyond investment management—we consider the strategic deployment of lending, banking, tax-aware strategies, generational transfer and more. We help you with the nuanced details of estate planning and are adept at organizing your entire financial life into one cohesive picture. We explain our recommendations in digestible terms, ensuring everyone is on the same page.
Brand reputation of an industry leader
Our capabilities are backed by the fiscal strength and stability of J.P. Morgan's fortress balance sheet, one of the largest in the country. We bring the scale and scope of this global powerhouse directly to you. My team and I welcome the opportunity to plan for your financial future and put you on a path toward the life you envision.
Meet Our Team
Insights
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now