Wealth PartnersThe M Group
We are a fully integrated financial services practice within J.P. Morgan, focusing on both sides of the balance sheet so that our clients can focus on the matters most important to them.
Investment Management – We offer customized investment strategies backed by J.P. Morgan's vast resources, thought leadership and market perspectives. We deliver these with the intimacy of a boutique-level firm.
- Portfolio Manager Program (PM)
- Unified Managed Accounts (UMA)
- J.P. Morgan Core Advisory Program (JPMCAP)
- Alternative investments
Defined Contribution (DC) Consulting – Our team advises on corporate 401K as the 3(38) Investment Manager, tapping J.P. Morgan's Defined Contribution (DC) Consulting team and overseeing its robust suite of tailored services. Our goal is to assist you in meeting your fiduciary responsibilities.
- Designing and administrating the plan
- Creating the investment menu
- Meeting reporting and regulatory obligations
- Adhering to best practices
Lending – We offer a range of sophisticated lending and credit options designed to fit your short- and long-term needs.
- Mortgages
- Custom lending
- Commercial lending
- Securities-based credit lines
ㅤㅤㅤ– Aircraft
ㅤㅤㅤ– Yacht
ㅤㅤㅤ– Art
ㅤㅤㅤ– Unsecured
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Banking – Our focus is on helping you simplify your finances by employing a personalized, high-touch experience as well as digital banking tools to manage your money in a way that works for you.
- Checking accounts
- Savings accounts
- Certificates of deposit
Life Insurance – Risk management is an important consideration of any financial plan. We evaluate your lifetime needs for income and asset protection and identify appropriate policy choices.
- Term Life Insurance
- Permanent Life Insurance
Planning – By taking a holistic approach to address the entirety of your wealth, we help you accumulate and preserve assets, manage taxes, enjoy a comfortable retirement and transfer your estate according to your goals.
- Wealth & retirement planning
- Trust & estate strategies
- Cashflow management and budgeting
- College savings planning
- Tax mitigation
We assembled our team in a deliberate manner to deliver the specific services you require, backed by the resources of the nation's leading global financial services company
Meet Our Team
Insights
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September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
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September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
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September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowBusiness succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowAligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowInvesting in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowAugust inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowRetirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowThe duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowProtecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now