Wealth Partners
Howard S. Rowen
About Howard S. Rowen
Welcome
Whether you've created wealth or inherited substantial assets, I am here to partner with you to address your needs and implement sophisticated strategies to help preserve your wealth and create a lasting financial legacy for you and your future generations. I strongly believe in prioritizing your distinctive goals as the foundation of your financial strategy. My focus is to build deep relationships with a finite set of clients to allow for close collaboration and care in executing your customized goals-based wealth plan.
As a Wealth Partner, I have a long history with entrepreneurs, executives, and family offices as a trusted consultant to offer timely perspectives, access and advice. I am passionate about helping my clients create a sustainable and dynamic long-term wealth plan, evolving as necessary to reflect your current stage of life.
I am able to leverage the resources and J.P. Morgan's institutional-caliber advice, intellectual capital and distinct market knowledge to execute a holistic approach to wealth planning; incorporating estate planning, alternative investments, liability management, tax mitigation, thoughtful philanthropic strategies, and family office solutions.
Meet Our Team
Insights
Markets
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
Investing
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
Family Legacy
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
Fraud
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
Outlook
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
Markets
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
Wealth Planning
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
Fraud
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
Markets
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 NowMarkets
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 NowInvesting
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 NowFamily Legacy
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 NowFraud
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read NowOutlook
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 NowMarkets
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 NowWealth Planning
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 NowFraud
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 NowMarkets
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
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.