
Theodore Fisher
Welcome
My team and I provide comprehensive wealth management services for high-net-worth families and institutional clients. With over 20 years of combined experience in the financial industry, we have invested clients' capital over the course of many market cycles. Our team is relationship-driven—we believe that identifying and understanding each client's differentiated needs is the key to delivering tailored strategies that help pursue these objectives.
Corporate services
Our primary focus is to develop and implement Defined Benefit Plans, Defined Contribution Plans, Deferred Compensation Plans, Cash Balance Plans and Corporate Equity Solutions. Our insights into the complexities of the marketplace provide our clients with an educated perspective and appropriate direction to address their corporate goals. Furthermore, our command of asset management strategies, plan design and administration, reporting obligations and regulatory policies assists clients in remaining fully compliant with requirements and deadlines.
End-to-end support
We find that experience matters to clients who seek corporate service support. By marrying our deep regulatory and compliance knowledge with substantial corporate investment capabilities, we are able to provide a full range of integrated and pragmatic consultative guidance that promotes the development and management of Corporate Retirement and Deferred Compensation Plans.
Our disciplined approach
The team's background in fixed income, equities and balance sheet lending makes us fluent in the sophisticated portfolio management and financial advisory needs that institutions require. We draw on our significant foundation in asset allocation, diversification and management to develop long-term strategies that help deliver success. The team embraces a measured approach, evolving our thought leadership over time rather than reacting to market conditions.
High-touch customer service
Our dedicated team helps ensure a seamless process to generate value for your company and executives. We strive to build excellent client relationships through ongoing communications. Our service model offers a single point of contact that fosters responsiveness and trust.
Total financial picture
As a natural complement to these services, we offer institutional-quality wealth management for high-net-worth individuals and corporate executives. With access to the world-class products and services offered through the global financial resources of J.P. Morgan, including a broad suite of transactional, asset management and investment advisory services, we assist clients with strategic investments, trusts and estates, private banking, philanthropy and credit.
Meet Our Team
Insights

Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now