Jake Lamarine

My team and I recognize that the sophisticated wealth management needs of founders, entrepreneurs, affluent families and foundations require not only a keen understanding of the markets but a nuanced appreciation of each client's aspirations and challenges. We combine deep knowledge in this space with J.P. Morgan's robust platform and thought leadership to offer a curated suite of strategies and planning tools specifically for you.

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Old-fashioned values
We are rooted in the rich traditions of the Mountain West and blend decades of financial service experience with an honest, responsive approach to become a trusted partner to our clients. We strive to relate in an accessible manner and share straightforward guidance, ensuring they're confident in the knowledge that we are deeply invested in their financial success. Our team believes that this foundation of trust fosters enduring relationships, allowing our clients to feel supported at every stage of their wealth journey.
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Seasoned guidance tailored to you
With a deep understanding of the ever-evolving economic landscape, we deploy our extensive financial services background to help clients navigate the complexities of the market according to their individualized needs. We take the time to understand each client's goals and aspirations, helping direct them toward a financial future with clarity and confidence.
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Global strength, bespoke approach
Backed by the resources of J.P. Morgan, we leverage a vast network of professionals to act as a bridge between our clients and the firm's industry-leading capabilities. This enables us to provide direct access to a wide range of resources while maintaining an intimate, personalized experience. Our bespoke approach addresses clients' diverse needs with skill and care, ensuring that every client receives the white-glove service they deserve.