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.

Insights

Outlook

US unemployment ticks slightly higher, economy adds 151K jobs in February

March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read Now
Markets

Tariff delays: Uncovering the most impacted sectors

March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read Now
Wealth Planning

How to prepare for Tax Day as a small business owner

March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.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.