
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

How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now