Wealth PartnersThe M Group
We are a fully integrated financial services practice within J.P. Morgan, focusing on both sides of the balance sheet so that our clients can focus on the matters most important to them.
Investment Management – We offer customized investment strategies backed by J.P. Morgan's vast resources, thought leadership and market perspectives. We deliver these with the intimacy of a boutique-level firm.
- Portfolio Manager Program (PM)
- Unified Managed Accounts (UMA)
- J.P. Morgan Core Advisory Program (JPMCAP)
- Alternative investments
Defined Contribution (DC) Consulting – Our team advises on corporate 401K as the 3(38) Investment Manager, tapping J.P. Morgan's Defined Contribution (DC) Consulting team and overseeing its robust suite of tailored services. Our goal is to assist you in meeting your fiduciary responsibilities.
- Designing and administrating the plan
- Creating the investment menu
- Meeting reporting and regulatory obligations
- Adhering to best practices
Lending – We offer a range of sophisticated lending and credit options designed to fit your short- and long-term needs.
- Mortgages
- Custom lending
- Commercial lending
- Securities-based credit lines
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ㅤㅤㅤ– Yacht
ㅤㅤㅤ– Art
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Banking – Our focus is on helping you simplify your finances by employing a personalized, high-touch experience as well as digital banking tools to manage your money in a way that works for you.
- Checking accounts
- Savings accounts
- Certificates of deposit
Life Insurance – Risk management is an important consideration of any financial plan. We evaluate your lifetime needs for income and asset protection and identify appropriate policy choices.
- Term Life Insurance
- Permanent Life Insurance
Planning – By taking a holistic approach to address the entirety of your wealth, we help you accumulate and preserve assets, manage taxes, enjoy a comfortable retirement and transfer your estate according to your goals.
- Wealth & retirement planning
- Trust & estate strategies
- Cashflow management and budgeting
- College savings planning
- Tax mitigation
We assembled our team in a deliberate manner to deliver the specific services you require, backed by the resources of the nation's leading global financial services company
Meet Our Team
Insights
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowDecember 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowMaking the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowSelling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowNavigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowNavigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowShould I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInsulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowAsset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowProviding for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now