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– 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
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
Debunking the “Sell America” trade: Why Europe’s move could fall short
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January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Making the transition to retirement
January 21, 2026You 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
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January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Proximity matters: 5 things to know about the US sphere of influence
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January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowMaking the transition to retirement
January 21, 2026You 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 NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some 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 NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now