
Kathy L. Frazier
Building a Personal Financial Legacy for Families
A Clear Understanding Of Goals And Requirements
When I work with a new client, I listen to hear their dreams, motivations, passions, and what they want their wealth to do for their family and the community around them. I view my role as an advocate, giving seasoned advice to help them accomplish these legacy goals.
A Focus On The Differentiated Needs Of Women
I have extensive experience working with women, many of whom are enjoying financial independence for the first time. I have made it a personal priority to guide them along their wealth journey, unraveling complexities and communicating hard truths that deliver a level of confidence and comfort.
Access To The Scale And Scope Of J.P. Morgan
I see my role as a gateway to J.P. Morgan, bringing the firm's professional resources directly to each individual. Through my perch at J.P. Morgan Wealth Management, I provide a boutique experience designed to make a large firm feel small and manageable.
Investment Approach
Bespoke Strategies Built Around Your Needs
Offering Seasoned Portfolio Management
I oversee investment approaches designed to make the best use of clients' assets. I consider the entirety of each family's financial picture before recommending tailored, multi-dimensional strategies that drive growth and capital appreciation.
A Partnership Approach To Investing
Together, we construct a portfolio, which I monitor continually. Frequent meetings enable me to ensure that these approaches remain consistent with the objectives at hand. I am adept at rebalancing portfolios as life changes and circumstances evolve. We may also discuss how to prepare for other long-term concerns: estate planning, wealth transfer, mortgages and more.
The Strength Of Institutional-Caliber Guidance
My background in the institutional capital markets affords an information advantage not readily available to individual investors. I leverage these insights to provide a sophisticated yet straightforward advisory experience for the personal wealth management of high-net-worth families.
The Resources Of An Industry Leader
I am backed by the award-winning research team,1 intellectual capital and thought leadership of J.P. Morgan, a global powerhouse in asset and wealth management. My clients benefit from boutique-level support combined with the fortress balance sheet of one of the largest and most respected financial firms in the world.
Portfolios Don't Have To Be Complicated To Be Beneficial
I have a firm belief that finance does not have to be unapproachable, and I don't make recommendations that are difficult for clients to understand. Similarly, I avoid any use of investments that are illiquid or not easily handled.
An Understanding Of Risk And Rewards
My process is client-centric and customized to the objectives, requirements and risk parameters of each investor. I balance portfolios to maximize equity returns while managing risk and downside exposure.
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Insights

Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read Now
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read Now
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now