About John Callimanis

Building a personal financial legacy for families.

My team and I address all aspects of wealth's opportunities so that you can focus on your own extraordinary lives.

Welcome
For successful individuals, the accumulation of assets is often a result of relentless hard work and focus. It is also a means to provide great things for your family and future generations. We believe that personal wealth management requires the same level of dedication as your career to expand the possibilities your capital represents.
Concierge-style service
My team and I offer you the highest level of personal attention and responsiveness to help you stay the course in both good and challenging times. Our white-glove service keeps your best interests at the forefront of every interaction. By working with a limited number of affluent individuals, families, professionals and foundations, we forge a trusted and value-added relationship.
A gateway to a breadth of wealth management capabilities
We know clients are busy people, and we serve as your liaison to navigate across the expanse of the firm and deliver the professional resources of J.P. Morgan. As your single point of contact, my team draws from a full suite of capabilities to address your specialized needs for trust and estate planning, personal banking, mortgage and lending needs, philanthropic giving, and retirement planning.
Conservative principal investing
Our steadfast commitment to enhance and protect your principal is at the core of every strategy created. The process we use is relatively conservative, with a particular focus on high-quality equities, bonds and funds. My team and I select among carefully screened money managers where we believe they lend a value-added benefit. We may also use alternative investments such as private equity or hedge funds for tactical flexibility but seek well-managed instruments with an established track record and history.
The reputation of an industry leader
My team and I are proud to be backed by the award-winning research team1 and intellectual capital of J.P. Morgan, a global powerhouse in asset and wealth management. You benefit from the fiscal strength and stability of the firm's fortress balance sheet.

30+ years

of steadfast commitment to enhance and protect your principal

Meet Our Team

Insights

Outlook

5 actions investors can take now

June 14, 2024This week’s macro mania gave us confidence in our Mid-Year Outlook. Investors can respond with a diversified portfolio.Read Now
Outlook

May 2024 CPI report: Inflation may be moderating

June 13, 2024The May 2024 Consumer Price Index report showed that prices continued to moderate from pandemic-era growth, easing worries that inflation might reignite in 2024. Learn more here.Read Now
Outlook

June 2024 Fed meeting: Fed maintains current policy rate and sees only one rate cut in 2024

June 13, 2024The Federal Reserve left rates unchanged for the seventh consecutive meeting and now envisions only one rate cut in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.