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

Select this article to learn more about our latest insights
Wealth Planning

How you may benefit from tax-loss harvesting

January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Markets and Economy

Proximity matters: 5 things to know about the US sphere of influence

January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
Select this article to learn more about our latest insights
Wealth Planning

How to prepare for Tax Day as a small business owner

January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
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