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
ㅤㅤㅤ– Life insurance premiumㅤ
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
The case against gold and why it’s wrong
February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read Now
January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026
February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read Now
What you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read Now
Software shock: AI’s broken logic
February 6, 2026Software rout sparks indiscriminate selling despite long-term artificial intelligence (AI) winners.Read Now
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read NowThe case against gold and why it’s wrong
February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read NowJanuary jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026
February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read NowWhat you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read NowSoftware shock: AI’s broken logic
February 6, 2026Software rout sparks indiscriminate selling despite long-term artificial intelligence (AI) winners.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now