
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

Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now