Wealth PartnersGFT 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
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
Liquidity event: What to do if you suddenly become rich
November 3, 2026A liquidity event can be disruptive without a plan. Learn steps to receive, protect and manage a substantial cash inflow for the long term.Read Now
The impact of holding a concentrated stock position
November 2, 2026A concentrated stock position can add risk to your portfolio and may be difficult to sell. Learn questions to discuss with your advisor if you’re considering diversification.Read Now
How do midterm elections affect the stock market? What history shows
November 2, 2026How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.Read Now
Jumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read Now
Medicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read Now
Healthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 30, 2026Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
Kevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read NowRedefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowLiquidity event: What to do if you suddenly become rich
November 3, 2026A liquidity event can be disruptive without a plan. Learn steps to receive, protect and manage a substantial cash inflow for the long term.Read NowThe impact of holding a concentrated stock position
November 2, 2026A concentrated stock position can add risk to your portfolio and may be difficult to sell. Learn questions to discuss with your advisor if you’re considering diversification.Read NowHow do midterm elections affect the stock market? What history shows
November 2, 2026How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.Read NowJumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read NowMedicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read NowHealthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 30, 2026Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowKevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read Now