"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

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.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.