About The Gordon Group

The Gordon Group provides concierge service tailored to each and every client—investment advisory, wealth planning and banking services. We believe this customized and focused approach is integral to the enduring strength and longevity of our relationships.

We combine decades of experience in the Financial Service industry with J.P. Morgan's intellectual capital and 200-year history as a leader in asset and wealth management to present the highest caliber advice and guidance.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Adeel Ganju
Vice President, Lending Solutions Specialist

Patrick Schultz
Executive Director, Wealth Planning and Advice



November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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