About Piotr Zagorowski

Helping business owners and their families build a personal financial legacy.

I advise business owners of small- and mid-sized companies to help manage the opportunities and challenges of wealth so they can pursue their important goals. As a former military officer, I have a particular interest in working with veterans who have transitioned into civilian life or corporations that support the armed services. My deliberate pivot to wealth management is fueled by my desire to help clients navigate the complexities of financial decisions and is underpinned by my understanding of their world.


Comprehensive platform
J.P. Morgan is among the most trusted and respected financial institutions of its kind. I coordinate the power of the firm's resources and the intellectual capital of the organization. By leveraging one of the most robust product platforms in the industry, I present a breadth of strategies for a wide array of financial needs.

  • Portfolio management
  • Diversification approaches
  • Alternative investments

Fortress balance sheet
I work with business owners across all stages of their professional lives, helping to oversee sophisticated scenarios. I deliver direct access to the strength of J.P. Morgan's fortress balance sheet so you may keep your goals on schedule.

  • Lines of credit
  • Cash flow management
  • Pre- and post-liquidity strategies

Concierge service
I help ensure that your financial objectives are integrated into a personalized, cohesive plan by partnering alongside your CPA, lawyer and other consultants.

  • Trust and estate planning
  • Tax considerations
  • Generational transfer
  • Financial education

Meet Our Team

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.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.