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

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

Outlook

March 2024 CPI report: Slightly increased inflation may not sit well with the Fed

April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read Now
Wealth Planning

What is the wash sale rule?

April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Outlook

March 2024 jobs report: 303,000 jobs added, marking an acceleration

April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read Now
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