Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025

About Raj

Rajiv Gupta is a Wealth Advisor with J.P. Morgan Wealth Management.

He advises high-net-worth individuals and families on all aspects of wealth management. Prior to joining J.P. Morgan, Raj was a Private Wealth Advisor at Goldman Sachs. He has a diverse background and spent 15 years in healthcare before making the change to private wealth. A graduate of the Virginia Military Institute, Raj has a B.S. in Mechanical Engineering. He lives in Coral Gables with his wife and daughter.

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.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.