Wealth Partners
The Dempsey Group

"Bespoke strategies built around your needs."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024 • 2023 • 2022 • 2021 • 2020
America's Top Wealth Advisors
2019
About The Dempsey Group

Whether you are looking to grow, preserve or transfer wealth, our holistic wealth management approach is dedicated to guiding you across the many aspects of your financial life. We deliver customized investment strategies and experienced advice to help manage your personal wealth scenario and grow and protect your legacy.


Client-focused customization Our team recognizes that no two clients are alike and we study your specific situation to strategically establish an asset allocation that aligns with risk parameters and personalized goals. We then tactically select investment vehicles to customize individual portfolios. This process is designed to lend you the confidence that your financial future is secure. A gateway to the resources of an industry leader J.P. Morgan is among the most trusted and respected financial institutions of its kind.
We coordinate the breadth and power of the firm's resources to provide strategies that extend far beyond investment management:

  • Trust and estate planning
  • Generational transfer
  • Philanthropic giving
  • Mortgages
  • Credit and lending

Meet Our Team

Insights

Wealth Planning

3 new ways to give: How effective donors are driving change

October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read Now
Markets

Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions

October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now
Cybersecurity

5 ways to boost your kids’ fraud prevention savvy

October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.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.