Wealth Partners
M Group

"Our mission is straightforward—to empower our clients financially so they can concentrate on what they do best."
About M Group

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.

  • Investing
  • Banking
  • Lending
  • Trust & estate planning
  • Insurance

Meet Our Team

Insights

Investing

Markets rebound despite the ongoing recession obsession 

August 4, 2022While recession fears dominate headlines, the stock market continues to rally – but is it sustainable?Read Now
Investing

So, are we in a recession?

July 28, 2022Markets are rallying despite GDP contracting and higher rates on the horizon. What gives?Read Now
Investing

Is Europe on the brink of recession?

July 21, 2022An ongoing energy shortage, policy tightening that threatens the union, and multiple political upheavals are creating a perfect storm for the continent.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.
(310) 201-7711