Wealth PartnersD. Peter Tipping
Welcome
We provide comprehensive wealth guidance and portfolio management services to high- and ultra-high-net-worth individuals, and public and private companies. Our aim is to offer clients the best of both worlds— institutional-style insights combined with deep capabilities in managing significant assets. Managing over $13 billion in assets, our emphasis on capital appreciation and income generation helps establish our team as one of the premier wealth management groups.
Our holistic approach to wealth management allows us to integrate important financial elements into one cohesive strategy. We partner with outside advisors, accountants and attorneys to help ensure that the entirety of each client's financial picture is considered.
Our Investment Approach
A tailored strategy
Our primary objective is to present guidance that is in the best interests of each client. We bring bespoke investment strategies to meet our clients' needs and a dedication to first-class customer service.
Through customized investment strategies and family-office quality service, we help our clients grow, protect and pass on what they have worked hard to build. We are proud to serve multigenerational families that entrust us with their assets.
Capabilities backed by robust resources
At J.P. Morgan Wealth Management, we are backed by one of the largest and most respected companies in the world. Our 200-year history of serving individuals and institutions alike allows us to deliver the highest caliber of wealth advisory services in the areas of investment management, personalized banking and individualized lending.
Single point of contact
By tapping the extensive resources of the firm, we provide direct access to a suite of value-added products and services to address wide-ranging wealth management needs:
- Investment Management
- Fixed Income Approaches
- Cash Management
- Trust and Estate Considerations
- Generational Wealth Transfer
- Credit and Lending Services
- Retirement Planning
- Philanthropic Giving
- Personalized Banking
Meet Our Team
Insights
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now