
Wealth PartnersThe Fournier Group
Awards and Industry Recognition



Forbes
Barron's
Offering bespoke investment strategies and high-touch service
For over 40 years, The Fournier Group has enjoyed a front-row view of financial markets. We have guided clients through periods of economic growth and recessions, high- and low-interest-rate and inflation environments, rapid technological changes and fluctuations in globalization, among many other historically significant and powerful economic forces. Our team draws from this deep understanding of past and present investment trends to develop strategies for intelligently deploying your assets over time.
Offering holistic wealth management
We manage over $1.1 billion in assets for a broad range of professionals, executives, families, corporations, foundations, and endowments who desire seasoned advisory guidance that targets individualized goals and objectives. Whether you seek capital growth or preservation, income generation, tax minimization, or other long-term planning needs, our charge remains the sam —to identify high-quality investment opportunities that help add incremental value and reduce downside exposure.
A rigorous investment process
We use an exceedingly systematic process for asset allocation, securities analysis, manager selection and portfolio construction. Our attention is trained on uncovering instruments that align with your risk parameters and expected returns. This methodology helps ensure you stay the course in both good and challenging times. When you reach out to us for transactions or with questions, we make ourselves directly accessible to answer that call.
Active fixed income portfolio management
As a core focus, we design fixed income portfolios to generate income, reduce your overall risk, and help protect against volatility. Our team confidently handles both taxable and tax-exempt investment-grade securities using various approaches. Further, we continuously explore differentiated investment choices to accommodate changing needs and market conditions.
Backed by J.P. Morgan, an industry leader in wealth management
We are proud to draw upon the award-winning research capabilities1 and investment platforms of J.P. Morgan, a global leader in asset and wealth management. Our clients benefit from attentive treatment, which we couple with direct access to a professional suite of products and services available through the global financial capabilities of the firm. By leveraging these commanding synergies, we deliver a breadth of entrée and institutional-quality service typically reserved for the world's largest investors.
Meet Our Team
Insights

A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now