"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

May 2024 Fed meeting: Rates hold steady

May 3, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Outlook

Midnight musings: 3 risks keeping us up at night

May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read Now
Outlook

Nerves tested. Are stocks disconnected from reality?

April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read Now
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