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

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.
Comprehensive wealth planning strategies for aviation enthusiasts

Navigating life's opportunities and challenges requires more than just setting your wealth plan on autopilot. Without checking in periodically, you may not be headed in the right direction.

I believe that leaving your wealth plan unchecked often leads to costly course deviations. Market downturns, longevity risks and inflation can erode your financial security. One way to stay above the horizon is to work with a proactive co-pilot who actively monitors your progress and communicates effectively.

I deliver a hands-on approach to wealth planning, helping you stay on course toward your desired destination. Here are three critical steps for helping make that happen:

  • Pre-Flight Assessment: A comprehensive review of your financial health, explicitly tailored to your wealth scenario.
  • Real-Time Adjustments: Strategic, data-driven changes to keep you on track.
  • Precise Destination Planning: Whether it's leaving a legacy or ensuring a smooth retirement, I'll help you chart an appropriate course toward these critical goals.

I provide personalized attention, act in your best interest, and have a strategic mindset honed from my experience as a former Army Intelligence officer. As a fellow aviation enthusiast, I welcome the opportunity to partner with you to help you achieve what you envision.

Insights

Markets and Economy

Investing 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 Now
Outlook

August 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 Now
Wealth Planning

Retirement 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 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.