About Joseph Giaimo

Bespoke, goals-based investment plans for executives, business owners, professionals rising in their careers and families.


I work with people like you: career professionals at the executive level and successful business owners, bringing a focus on addressing your personal wealth planning requirements. I am also skilled in working with stock plans, privately held businesses, non-profit endowments and 401(k)s, helping them invest for perpetuity to meet their long-term investment mandates.
My direct experience in development for non-profit organizations, endowments and donors, coupled with retirement planning operations for a private sector business, sets me apart in the wealth management industry. I understand both the importance and the nuances of managing a pool of capital to deliver continuity for your personal and employee retirement plans. My sole objective is to help you derive fulfillment as you pursue your path to financial success.
You can count on me to truly listen to you and your aspirations. As your trusted advisor, I am proactive in identifying your risk profile and creating a plan to address the entirety of your financial situation. I keep you informed and act as a conduit to the breadth of J.P. Morgan's institutional caliber advice, thought leadership and market perspectives.
Together, we will develop a working partnership to give you peace of mind and help you pursue your goals.
Among the services I offer are:

  • Goals-based wealth planning
  • Investment management
  • Multi-generation trust & estate strategies
  • Business succession approaches
  • Philanthropic giving

Meet Our Team

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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
Personalized guidance begins with a conversation.
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