Wealth Partners
The M Group

"Our mission is straightforward—to empower our clients financially so they can concentrate on what they do best."
About The 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

ㅤㅤㅤ– Aircraft
ㅤㅤㅤ– Yacht
ㅤㅤㅤ– Art
ㅤㅤㅤ– Unsecured
ㅤㅤㅤ– Life insurance premiumㅤ

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



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