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
Insights
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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowStock-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 NowBidding adieu to 2022
December 9, 2022Kristin Lemkau, CEO of J.P. Morgan Wealth Management, reflects on this year’s market moves.Read NowThe year ahead: 5 dynamics that matter
December 8, 2022Volatile markets may present compelling opportunities as we anticipate a recessionRead NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now