"Our mission is to bring clients personalized service and customized solutions by leveraging the global resources of J.P. Morgan."
Wealth Partners
Team Burns Troop

Wealth Partners
Team Burns Troop

"Our mission is to bring clients personalized service and customized solutions by leveraging the global resources of J.P. Morgan."

Awards and Industry Recognition

Forbes

Top Next-Gen Wealth Advisors
2021
Top Next-Gen Wealth Advisors Best-in-State
2022
Top Wealth Advisors Best-In-State
2023 • 2022 • 2021
About Team Burns Troop

Personalized service. Customized strategies. Institutional approach.

Team Burns Troop brings more than 40 years of investment and market experience, serving some of the most sophisticated financial professionals in the world—RIAs, hedge funds, endowments, foundations, pensions, corporations and family offices.


We deliver high-touch execution services coupled with the intellectual capital of J.P. Morgan through a single point of access and a two-pronged approach, offering attention to both institutions and individuals.
By functioning as your dedicated team within a vast enterprise, we impart white-glove service, access to global markets, advanced trading capabilities, tactical hedging, corporate cash management and credit services directly to you.
As a natural extension of our team's steadfast brand and reputation, we leverage our institutional-caliber advice in managing the private wealth needs of clients who benefit from these same synergies, sophisticated skill sets, intellectual capital and market knowledge.
This differentiated guidance is not commonly available to individuals and families but can be enormously beneficial in helping to meet their complex goals. Among these services are:
>> Asset management
>> Credit
>> Personal banking
>> Insurance
>> Wealth planning
>> Capital advisory services

Meet Our Team

Insights

Retirement

The SECURE Act 2.0: Saving for retirement could be easier

January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
Investing

5 facts for investors to consider

January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Investing

Debt ceiling drama: What you need to know

January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.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.