"More than 100 years of collective experience, with a relationship-driven focus."
The Kaufman Baumgarten Group

The Kaufman Baumgarten Group

"More than 100 years of collective experience, with a relationship-driven focus."
About The Kaufman Baumgarten Group

The Kaufman Baumgarten Group brings years of seasoned background across multiple market cycles, positioning us to address the needs of high-net-worth individuals, multi-generational families and institutions.
We are distinguished by two complementary skillsets: designing customized wealth management strategies for our individual clients along with providing professional money managers with the tools and intellectual capital necessary to build out their portfolios. This diverse breadth of talents enables us to deliver an array of value-added guidance.
We help manage personal wealth for affluent clients through a holistic and tailored approach targeted to their individualized needs.

  • wealth management
  • retirement planning
  • fixed income experience
  • traditional banking, credit and lending
  • insurance

For middle market clients, we offer fixed income services along with cash management.
We have assembled our multi-generational team in a deliberate manner to impart concierge-level service at every stage of our clients' lives. We are well-positioned to help prepare clients for succession planning while educating younger family members on best practices for financial management.
Our team utilizes the extensive resources available at J.P. Morgan, giving clients access to the thought leadership and market perspectives of a global financial powerhouse while retaining the intimacy of a family office.

Meet Our Team


Wealth Planning

Stock-based compensation and the Section 83(b) election 

December 18, 2022If you are an executive at a company receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over timeRead Now

Bidding adieu to 2022

December 9, 2022Kristin Lemkau, CEO of J.P. Morgan Wealth Management, reflects on this year’s market moves.Read Now

The year ahead: 5 dynamics that matter

December 8, 2022Volatile markets may present compelling opportunities as we anticipate a recessionRead 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.