"The Desser Group has over 100 combined years of experience investing for ultra-high-net-worth individuals, families and institutions."
Wealth Partners
The Desser Group
Wealth PartnersThe Desser Group
"The Desser Group has over 100 combined years of experience investing for ultra-high-net-worth individuals, families and institutions."
Awards and Industry Recognition
Forbes
Top Next-Gen Wealth Advisors
2019 • 2018 • 2017
Top Wealth Advisors Best-In State
2025 • 2024 • 2023 • 2022 • 2020 • 2019
Top Next-Gen Wealth Advisors Best-In-State
2025 • 2023
Barron's
Top 250 Private Wealth Management Teams
2025 • 2024
About The Desser Group
Welcome
We realize that everyone has unique goals. We work closely with our clients, employ a disciplined investment process to understand their needs, and tailor our broad array of investment strategies to help them pursue their goals. In each key area of wealth management—investments, liquidity and credit management, and tax and estate planning strategies—we have the experience and knowledge that help with managing the complexities of significant wealth.
Our team
The Desser Group has over 100 combined years of experience investing for ultra-high-net-worth individuals, families and institutions. By leveraging the wide array of J.P. Morgan's research and investment products, and our own strategic analysis of capital market conditions, we craft tailored investment plans, paying particular attention to after-tax income needs and client risk tolerance. We work with each client to help establish expectations and set financial goals, carefully structuring and closely monitoring our clients' investment accounts.
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.
Family Wealth Services
Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services:
- Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions
- Family Philanthropy to initiate and/or elevate your giving and create meaningful change
- Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more
- Outsourced Family Office for support with the management of the family's financial and administrative needs
Insights
Markets and Economy
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Markets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
Markets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
Family Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Investing
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Wealth Planning
Providing for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Markets and Economy
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
Family Legacy
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now
Wealth Planning
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowMarkets and Economy
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowMarkets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowMarkets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowFamily Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowInvesting
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowWealth Planning
Providing for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowMarkets and Economy
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowFamily Legacy
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read NowWealth Planning
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.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.