About GFT Partners

GFT Partners combines nearly a century of collective experience in wealth management to offer a macro-driven approach with a strong emphasis on risk management and a focus on the individualized needs of each client.

Welcome

With decades of combined financial services background, we have navigated every market condition, from booming highs to challenging lows. While many advisors have only seen a rising market, we bring a seasoned perspective to wealth management. This depth of knowledge allows us to design personalized strategies that grow and protect your assets while providing the peace of mind that comes from knowing you're in capable hands.
Our team is structured to utilize our diverse skill sets coupled with the robust resources and intellectual capital of J.P. Morgan, one of the world's most respected financial institutions, to deliver exceptional value to our clients. Our mission is to provide you with the personalized services of a boutique firm while harnessing the fortress balance sheet and strength of a global leader. Together, we develop and deliver bespoke strategies in Wealth and Portfolio Management, Estate Planning and Tailored Lending. We strive to deliver innovative approaches that are grounded in extensive market knowledge, ensuring our clients can pursue their financial goals with confidence.
Our deep experience, collaborative approach and access to the global resources of J.P. Morgan give us the ability to provide both deep insights and innovative strategies, ensuring that your wealth plan adapts to market conditions while evolving with you through every stage of life. With us, you're not just a client—you're a partner in a relationship built on trust, transparency and a shared commitment to your long-term success.

Meet Our Team

Insights

Wealth Planning

“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors

September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business Planning

Business succession planning: Valuing your business

September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Wealth Planning

6 strategies to consider before year-end

September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
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