Wealth PartnersThe 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
Insights
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowDecember 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowMaking the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowSelling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowNavigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowNavigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowShould I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInsulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowAsset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowProviding for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now