"With more than a century of combined wealth management experience, we center our guidance around our robust backgrounds. Our focus is on managing the many aspects of your wealth so you may optimize your assets and protect your legacy."
The Lynch Inserra Kaufman Team

The Lynch Inserra Kaufman Team

"With more than a century of combined wealth management experience, we center our guidance around our robust backgrounds. Our focus is on managing the many aspects of your wealth so you may optimize your assets and protect your legacy."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023
About The Lynch Inserra Kaufman Team

Differentiated experience that matters
We work with successful individuals and families like you, who have accumulated significant assets and seek experienced guidance to help optimize your financial picture. Our team stands apart, both in our broad capabilities and our commitment to client service. We use a full team approach that ensures you are backed by the strength of our synergies. Our guidance extends far beyond investing, and we serve as your sounding board, asking tough questions, sharing recommendations and ultimately, helping you make important decisions. We offer a range of comprehensive wealth management services designed to address the nuanced requirements of wealthy individuals and families:

  • Portfolio management
  • Concentrated positions
  • Tax efficiency Portfolios for businesses that self insure
  • Education and retirement planning
  • Wealth transfer
  • Trusts and estates
  • Lending
  • Financial literacy

Planning and implementation
Planning is the cornerstone of our process, and we begin by evaluating your financial picture to gain a deep understanding of your important objectives and goals. These in-depth conversations help uncover the opportunities and challenges you face and inform our strategies for your scenario.
Once we drill down on your distinct profile, we build a wealth plan that is personalized to your priorities and is complementary to your risk and return mandate. Our team recognizes that different life stages require different approaches, and we manage your portfolios strategically to ensure your assets are working for you along your wealth journey.

Wealth management at scale
We're proud to couple our background and technical know-how with the global resources and thought leadership of J.P. Morgan, which we scale down to align with your needs.

Meet Our Team

Insights

Markets

5 things on the horizon for 2025

December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Wealth Planning

Selecting the right assets to give to charity

December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Business

Understanding business entities

December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.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.