"Leveraging the personalized service of a boutique organization like J.P. Morgan Wealth Management and the global resources of one the largest and most respected financial firms in the world, I work diligently to develop tailored strategies designed to help you pursue your financial goals."
Wealth Partners
Robert Thorburn

Wealth Partners
Robert Thorburn

"Leveraging the personalized service of a boutique organization like J.P. Morgan Wealth Management and the global resources of one the largest and most respected financial firms in the world, I work diligently to develop tailored strategies designed to help you pursue your financial goals."
About Robert Thorburn

Welcome

Today's challenging investment landscape demands creative solutions to addressing some of our clients' biggest concerns: preserving wealth, mitigating taxes, taking care of heirs, protecting assets and charitable giving. Leveraging the personalized service of a boutique organization like J.P. Morgan Wealth Management and the global resources of one the largest and most respected financial firms in the world, I work diligently to develop tailored strategies designed to help you pursue your financial goals.

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Insights

Fraud

AI scams, deep fakes, impersonations … oh my!

July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Wealth Planning

Think before you move: How to think about redomiciling

July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Family Legacy

Protect your passion: Make the most of your car collection

July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
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