"I focus on providing comprehensive wealth management, investment consulting and institutional services."
Alan Ertel

Alan Ertel

"I focus on providing comprehensive wealth management, investment consulting and institutional services."
About Alan Ertel

Welcome

Recognizing that every financial situation is different, Alan sees his role as that of trusted advisor, providing leadership and direction to develop appropriate investment strategies. His industry knowledge and tenure with the firm assist him in bringing together the necessary professionals to address client needs. Whether the objective is to purchase a second home, sell a business or diversify a concentrated stock position, Alan engages the vast planning and financial resources available at J.P. Morgan—strategic investments, trusts and estates, private banking, philanthropy, mortgages and credit—to address clients' specific requirements and help them meet their individual goals.

Tailored Investment Approach

Alan employs a highly individualized approach to each client and their particular financial focus that extends beyond investment advice and implementation. His process is anchored in careful due diligence, which involves a thorough assessment of a client's assets, liabilities, sources of income, living expenses, and retirement options. Alan identifies each client's objectives—financial growth, preserving capital or a steady flow of monthly income—and develops tailored plans that align with their goals. He utilizes equities, fixed income instruments, mutual funds, exchange-traded funds and private equity to construct each strategy. Alan maintains and monitors investment plans with efficiency and clarity to address changes in personal scenarios or market conditions and strives for returns that are superior to the S&P 500.
Using a needs-based framework, Alan helps clients develop and execute clear, disciplined investment plans that provide for short-term liquidity, long-term growth and, importantly, risk tolerance. He invests with two main goals: to increase the probability of success and to ensure peace of mind with planning and risk-adjusted returns. The J.P. Morgan platform allows Alan to leverage intellectual capital on a global basis and relationships that provide access to some of the best money managers around the world.

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Insights

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
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