The Romans Fisher Group

"Each member of our team comes from a unique professional background, providing a variety of perspectives when advising clients on critical decisions."
About The Romans Fisher Group

Welcome

Welcome to the Romans Fisher Group at J.P. Morgan, and thank you for taking the time to explore our team. We would like to take this opportunity to explain our process and how we develop long-lasting, mutually beneficial relationships with our clients. Our process is to understand each client's financial needs, allowing us to provide tailored solutions for their situation. Whether the client's goal is to build wealth or to preserve it, we have experience with both. We advise you only after getting to know you, as we believe it is essential to understand your past before planning for your future. Each member of our team comes from a unique professional background, providing a variety of perspectives when advising clients on critical decisions. We combine this knowledge with the extensive resources of J.P. Morgan to develop disciplined portfolio strategies that are designed to match our client's individual needs.

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.

Insights

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
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