Wealth Partners

The MTN Group

Welcome

The team's values-based culture is the most frequently cited reason for our success helping clients navigate financial complexity and volatile capital markets. These values guide the team's strategic thinking, aid in making difficult decisions, and underpin the group's operating model. The group serves ultra-high and high net-worth families, company founders, ERISA retirement plan sponsors, and not for-profit public charities. Formed in 2005, The MTN Group has been affiliated with J.P. Morgan since 2009.

Engagement

We nurture fulfilling long-term client relationships, many of which span decades and generations. Our fiduciary responsibility, deeply-held care for our client's personal and financial well-being, and commitment to transparency form the core of our approach to client relationships.

Range

Our group demonstrates depth and breadth across a wide spectrum of capital markets, financial and technical disciplines, and humanistic subjects. We use a weight-of-the-evidence approach for important decisions, investment or otherwise, and frequently engage in open debate to challenge and strengthen our thought processes.

Humility

We are proud of the history, tradition, and culture of J.P. Morgan and are fortunate to be able to use its resources to serve our clients. We acknowledge that a commitment to excellence does not equal perfection, and dedicate ourselves to driving meaningful improvements for clients while fostering a team culture of continuous improvement.