
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

Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.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
Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.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