Wealth PartnersThe Heartfield Weinstein Group
Welcome
Our commitment to you
In today's changing world, significant wealth requires sophisticated, highly customized strategies. Our group provides comprehensive asset management services to address the complexities that often accompany substantial capital.
We take the time to understand what matters most to you and are distinctly qualified to serve your particular needs and those of your family and businesses. We build approaches and tailored portfolios that create a path toward these important objectives.
Our deep investment knowledge enables us to deliver advisory guidance at an institutional level using the same disciplines and processes typically reserved for the world's largest investors.
The result is designed to be both powerful and personal; a singular experience that fosters lasting relationships and helps you pursue your goals for today and the generations to come.
A gateway to a wealth of resources
By tapping the extensive resources of J.P. Morgan, we provide a range of services that reflect the needs of ultra-affluent individual and institutional clients. Our group works in concert with your attorneys, CPAs and other outside advisors to help ensure that the full complement of your financial requirements is considered:
- Pre- and post-liquidity planning
- Asset allocation
- Traditional and alternative investments
- Concentrated stock management
- Hedging and monetization strategies
- Liquidity and cash management
- Customized lending and liability management
- Wealth transfer and intergenerational succession strategies
- Integrated charitable giving and family foundations
The reputation of an industry leader
We draw upon the investment platform of J.P. Morgan, a global leader in asset and wealth management. Our clients benefit from boutique-quality attention combined with the fortress balance sheet of one of the largest and most respected financial organizations in the world.
Investment Approach
Build. Preserve. Enjoy
Share. For more than two decades, Guy Heartfield and Craig Weinstein have designed and implemented wealth management strategies for ultra-affluent clients, seeking to preserve and secure their legacy for future generations. We pride ourselves on providing highly customized, attentive service that addresses the complexities and intricacies of each family's financial needs, wants and aspirations.
Experienced capabilities
Our team draws upon a wide range of financial services experience, infusing our strategy and outlook with a depth of knowledge and seasoned maturity. Our talents and skills are enhanced by the network of professionals within J.P. Morgan that enable us to deliver the strategies and services of a global firm in a manner that is customized, intimate and direct.
Comprehensive and attentive
We purposely limit our client base to deliver the superior service and customized attention for the multitude of issues clients face—trust and estate planning, lifestyle considerations, risk mitigation and more. Moreover, we promote an active partnership with external advisors so that, collectively, we help ensure that all financial elements are addressed and holistically integrated.
Support for sophisticated objectives
We recognize that each financial scenario is different and place a strong emphasis on understanding the nuances, obligations and opportunities inherent in the sources of each client's wealth. Our experience has primed us to provide seasoned guidance for our sophisticated client base:
- Founders of private companies and entrepreneurs
- Senior executives and directors of public companies
- Energy, technology and real estate investors
We work with entrepreneurs before, during, and after liquidity events to help deploy wealth strategically, mindful of tax implications and income replacement needs. For senior executives, we assess and design detailed approaches to concentrated and restricted stock management, navigating the associated filings and constraints. Above all, we focus on the family behind the wealth. Our disciplined, goals-based wealth management approach is designed to help you pursue your goals through an understanding of what matters most to you.
Networking, connecting and educating
Our focus is on building strong relationships with our clients to provide the type of personal touch that is invaluable when advising families with considerable assets. In particular, we offer leadership and direction to manage family dynamics across multiple generations. We are skilled in guiding and preparing younger generations for the responsibilities that accompany the inheritance of wealth.
Intellectual strength and institutional access
Our team combines robust analytics with the award-winning research of the firm1. As a hallmark of our practice, we bring a unified approach to wealth management that cares for both family and business interests. We are actively engaged in the capital markets—an involvement that heightens our awareness of economic conditions, opportunities and timing. Our role as investors requires direct and daily participation, providing us with valuable insights into macroeconomic movements and opportunistic themes.
J.P. Morgan legacy
At J.P. Morgan Wealth Management, we have the backing of one of the largest and most respected financial organizations in the world. The firm's 160-year history of serving individuals and institutions alike allows our team to deliver the strategies and services of a global firm with the warmth and immediacy of a boutique environment.
Meet Our Team
Insights

All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read Now
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read Now
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now