The Barnes Chung Lally Group

"The clients we advise have complex needs and individual, personal journeys. We spend significant time with each person or family, discerning what they want to accomplish and integrating investing, planning, and service to deliver a preeminent client experience."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023
Top Wealth Advisors Best-In State
2024 • 2023 • 2022
About The Barnes Chung Lally Group

Welcome


At The Barnes Chung Lally Group, we provide tailored wealth management advice to financially successful individuals and families, helping them pursue the lives and legacies they envision. Our team's founders— John Barnes, Sanah Chung, Joe Lally Senior and Joe Lally Junior—have more than 130 years of collective experience, encompassing investing, wealth transfer, planning and family-wealth dynamics. We care deeply about the clients we advise—a principle that infuses every interaction with our team.
We believe clients see us as an essential part of their inner circle, allowing them to regain time in their lives for the people and priorities they deem most important. A robust team of 11 high-performing individuals, we are united by a common mission: to advance a more direct path to client goals through a refined caliber of strategy, advice and service. We offer the perspective and knowledge that reflect our direct experience advising an accomplished clientele.

We invite you to learn more about the distinctive aspects of our culture and capabilities. The differences we offer Our team is different by design, in the closeness of our client relationships, the breadth of our capabilities and the precision of our service model. Here are a few of the ways we look to create an impactful client experience:
>> We offer a proprietary investment program with a long-term track record. Two of our principals, Joe Lally Senior and Joe Lally Junior, are portfolio managers with more than 90 years of combined experience in the equity markets. Their guidance and discipline are integral to our team's core equity growth portfolio—a proprietary investment program that seeks to identify businesses that offer predictable, rapid growth over a 3-to-5-year time horizon. We employ a consistent methodology honed over multiple market cycles, providing us with seasoned judgment and a long-term perspective.
>> We provide stability and continuity for multiple generations. Our team has worked together for more than 25 years, allowing us to become an ingrained part of clients' lives. We are proud to have had a measurable impact on the people we advise, accelerating their path to financial ease and helping them build and transfer their wealth more effectively. Many of our relationships span two and three generations, a legacy of service that speaks to the mutual trust we enjoy. Clients look to us for best practices in family governance, next-generation education, and stewardship, facilitating the transmission of a family's vision and values for years to come.
>> We surround clients with service that demonstrates their importance. Accessibility and diligence are the hallmarks of our service model. We have purposefully built out the capacity of our team to ensure that client requests are addressed quickly, efficiently and precisely. From Wealth Partners to Client Associates, we keep client needs top of mind so that we can sustain ongoing progress toward their initiatives. Strong communicators, we look to relieve the administrative burdens that significant wealth can pose, allowing clients to focus on the people and priorities they most value.

Attuned to the needs of an accomplished clientele

Clients look to our team to provide clarity and direction for overlapping priorities and wide-ranging needs. We are skilled in the disciplines that wealthy individuals and families can require:

  • Tailored investment management
  • Trust and estate planning services
  • Pre-liquidity-event planning
  • Concentrated stock strategies
  • Retirement planning
  • Family governance
  • Banking and lending
  • Philanthropic strategies


To speak about these needs or others, please contact either of our partners, below. We welcome the opportunity to discuss your situation:
John Barnes, Managing Director, Wealth Partner 310.286.3705 john.b.barnes@jpmorgan.com
Sanah Chung, Managing Director, Wealth Partner 310.286.3702 sanah.chung@jpmorgan.com

Meet Our Team

Insights

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