My team serves individuals, entrepreneurs, business owners and corporate executives whose primary goal is to grow and preserve their wealth. We bring a powerful combination of capabilities to our clients: J.P. Morgan's research and investment proficiency coupled with an understanding of the sophisticated complexities surrounding concentrated positions and liquidity events. Our deep background in technology innovation and business startups affords us distinctive insights into meaningful ways in which to help manage incentive stock options and IPOs.
We believe it's important to look at both sides of our clients' balance sheets and leverage credit where appropriate. By partnering alongside clients' CPAs and other trusted consultants, we also provide guidance to help ensure that tax impacts are considered within the totality of each financial picture.
Recognizing that each client has their own personal goals and ambitions for their wealth, we get to know our clients personally, and build tailored investment strategies to address every stage of their lives and align with their evolving risk versus reward profiles. These strategies are drawn from our first-hand experiences, and the resources and investment research of J.P. Morgan, one of the largest and most respected financial firms in the world.
Margaret Flynn has been working closely with individuals, entrepreneurs, executives and their families for over 25 years. In that time, she has witnessed the impacts of technology innovation, industry consolidations and expansions, company acquisitions and volatile market conditions. As a Financial Advisor, she and her team work with her clients to develop comprehensive wealth management strategies that are tailored to address personalized needs and financial goals.
Experience-driven capabilities for successful investors
Our team helps relieve the financial stress that often accompanies great achievement. We deliver highly individualized investment guidance, clear and efficient balance sheet management, and a dedication to helping clients achieve financial goals.
Our valuable combination of investment experience, wealth planning and business management along with technology expertise, allows us to bring a differentiated suite of capabilities to serve ultra-high-net-worth individuals. In addition to being a multi-faceted team who strives to grow our client's wealth, preserve their assets, and leave a legacy for their heirs, we have first-hand familiarity managing the complexities surrounding initial public offerings, hedging and monetization of concentrated positions and the sale of restricted stock units.
A personalized experience
We bring the kind of deep background and personal touch that is essential when advising families of considerable wealth. While many of our clients' seek growth opportunities, income generation and capital preservation, we also serve clients facing once-in-a-lifetime liquidity events.
To accommodate the differing needs of each individual, our team takes a consultative approach and invests time to gain a comprehensive understanding of our clients' financial aspirations and desires. We help them articulate their time horizons, risk profiles, and lifestyle needs that serve as a foundation for investment planning. By drawing upon our extensive knowledge of equities, fixed-income, opportunistic investing and diversification, we build tailored wealth management strategies that help clients' secure their financial future.
We see ourselves as problem solvers, addressing each client's distinctive and specific financial objectives. Our team provides comprehensive wealth management that includes access to a full-array of sophisticated and value-added products and services — trust and estate planning, personal banking, credit and lending, philanthropic giving and wealth transfer strategies.
We find that the one of the biggest areas of concern for many is the tax consequence of financial decisions. Our team helps educate clients about the benefits of donor advised funds and qualified small business stock exemptions. By participating in pre-transaction wealth planning, we help business owners and executives evaluate the timing and impacts of their liquidity event to minimize tax implications. We work seamlessly alongside our clients' CPAs and other outside advisors to help ensure that the entirety of each financial picture is considered.
Access to an industry leader
We are proud to draw upon the research capabilities and investment platform of J.P. Morgan, a global leader in asset and wealth management. Our clients benefit from boutique-level attention which we couple with access to the resources of one of the largest and most respected financial firms in the world. By leveraging these powerful synergies, we partner with our clients to develop investment strategies that aim to grow, enhance and transfer their wealth.