My team and I work closely with affluent individuals and families whose wealth management needs have evolved to a more complex set of objectives. We serve as their advocate, guiding them through the financial decisions that make the best use of their capital.
I am proud to serve in J.P. Morgan's Wealth Partners division, hand-picked by the firm for my financial education, experience and emphasis on working with some of the area's most prominent households.
My team looks at both sides of the balance sheet—liabilities as well as assets—to gain a complete understanding of each client's financial situation. We find that this 'full picture' approach enables us to develop comprehensive strategies that are curated to their specific goals and are complementary to their overall wealth plan.
A gateway to a breadth of capabilities
By tapping the extensive resources of J.P. Morgan, we provide a range of services that reflect the objectives of sophisticated clients.
- Trust & estate planning