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

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.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.