About The Gordon Young Group

Building Your Financial Legacy.

We have found that delivering an attentive approach grounded in the basic principles of informed decision-making is the most effective way in which we can serve our clients.
A dedication to what matters most
At The Gordon Young Group, our comprehensive investment and wealth advisory services enable clients to grow and preserve their assets. Our focus is on helping them secure a legacy for future generations and their surrounding community.
Our tailored approach
We provide concierge-level service to build long-lasting and meaningful relationships with each individual. Our advice-driven investment approaches are custom-tailored to address the needs of our clients' financial scenarios.
Offering comprehensive investment and wealth planning
By harnessing J.P. Morgan's industry-leading resources and intellectual capital, we deliver strategies that align with each of our client's needs.
>> Asset allocation and portfolio management
>> Alternative investments
>> Traditional banking
>> Lending
– Mortgages
– Specialized lending
– Securities-based
>> Wealth planning and cash flow management
>> Corporate retirement services
>> Philanthropic giving
>> Management of concentrated equity positions
– Hedging and monetization strategies
– Rule 10b5-1 plan design and execution
– Form 144 filings for corporate insiders
Backed by a breadth of industry experience
Our team couples decades of experience in the financial services industry with J.P. Morgan's 200-year history as a global leader in banking and asset/wealth management to provide the highest caliber advice and guidance to our sophisticated client base.

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.

Insights

Markets

5 things on the horizon for 2025

December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Wealth Planning

Selecting the right assets to give to charity

December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Business

Understanding business entities

December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.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.