"We create and execute wealth plans that target your financial needs. Our team uses analytics in designing portfolios that draw from the resources of a full-service firm."
The GNR Group

The GNR Group

"We create and execute wealth plans that target your financial needs. Our team uses analytics in designing portfolios that draw from the resources of a full-service firm."
About The GNR Group

Welcome

We serve ambitious and driven wealth creators who are paving a path toward their aspirations and goals. We take a planning approach to identify each client's exact needs and adapt our style to the individual so we may be in alignment with their values and interests. We leverage the vast resources of J.P. Morgan to impart high-touch service and exclusivity to fit their goals.
Our extensive background is steeped in portfolio analytics, and we bring a quantitative mindset to our role. Our strength can be found in our fresh approach to designing long-term wealth plans that match growth, preservation, wealth transfer and philanthropic objectives. We are committed to walking alongside clients throughout their financial journey, and they can count on us to assist in executing and evolving these strategies over time.

Offering a financial voice for the LGBTQ+ community
We understand that people express their passions in a variety of ways—and that many clients desire to use their investments to drive positive change in the world around them. Thus, they seek a portfolio that reflects their individualized preferences.
At J.P. Morgan, we are committed to delivering strategies that offer you a more personal way to think about your wealth and better align your portfolio with your values and principles.
We have built a vast network and enjoy connecting with like-minded people to share innovative ideas and best practices.

Meet Our Team

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.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.