Wealth PartnersThe Dempsey Group
"Bespoke strategies built around your needs."
Awards and Industry Recognition
Forbes
Top Wealth Advisors Best-In-State
2025 • 2024 • 2023 • 2022 • 2021 • 2020
America's Top Wealth Advisors
2019
About The Dempsey Group
Whether you are looking to grow, preserve or transfer wealth, our holistic wealth management approach is dedicated to guiding you across the many aspects of your financial life. We deliver customized investment strategies and experienced advice to help manage your personal wealth scenario and grow and protect your legacy.
ㅤ
Client-focused customization Our team recognizes that no two clients are alike and we study your specific situation to strategically establish an asset allocation that aligns with risk parameters and personalized goals. We then tactically select investment vehicles to customize individual portfolios. This process is designed to lend you the confidence that your financial future is secure. A gateway to the resources of an industry leader J.P. Morgan is among the most trusted and respected financial institutions of its kind.
We coordinate the breadth and power of the firm's resources to provide strategies that extend far beyond investment management:
- Trust and estate planning
- Generational transfer
- Philanthropic giving
- Mortgages
- Credit and lending
Meet Our Team
Insights
Markets
Fall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read Now
Markets
Beyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read Now
Business Planning
Thinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read Now
Family Legacy
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
Family Legacy
Insight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
Outlook
Effects of One Big Beautiful Bill and tariffs come into focus
August 21, 2025The One Big Beautiful Bill Act and trade negotiations have left many uncertain of where they stand financially. Here are some main takeaways to carry forward.Read Now
Family Legacy
Effective foundation and endowment money management techniques
August 21, 2025Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now
Family Legacy
Money and me, money and we: Helping your children become stewards of family wealth
August 19, 2025Successfully raising your children to be ready to handle the responsibilities of stewarding your family’s wealth requires early and intentional learning opportunities.Read Now
Markets
Slower growth, higher inflation and S&P 500 all-time highs
August 15, 2025Amid an uneven macro backdrop, we explore where investors are finding opportunity.Read NowMarkets
Fall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read NowMarkets
Beyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read NowBusiness Planning
Thinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read NowFamily Legacy
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowFamily Legacy
Insight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowOutlook
Effects of One Big Beautiful Bill and tariffs come into focus
August 21, 2025The One Big Beautiful Bill Act and trade negotiations have left many uncertain of where they stand financially. Here are some main takeaways to carry forward.Read NowFamily Legacy
Effective foundation and endowment money management techniques
August 21, 2025Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowFamily Legacy
Money and me, money and we: Helping your children become stewards of family wealth
August 19, 2025Successfully raising your children to be ready to handle the responsibilities of stewarding your family’s wealth requires early and intentional learning opportunities.Read NowMarkets
Slower growth, higher inflation and S&P 500 all-time highs
August 15, 2025Amid an uneven macro backdrop, we explore where investors are finding opportunity.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.