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

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Wealth Planning

Planning for your child becoming an adult

November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
Retirement

How the inherited IRA 10-year rule works under the SECURE Act

November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read Now
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Investing

How to manage your employee stock options

November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read Now
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