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"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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Family Wealth Services

Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services:

  • Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions
  • Family Philanthropy to initiate and/or elevate your giving and create meaningful change
  • Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more
  • Outsourced Family Office for support with the management of the family's financial and administrative needs

Insights

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

Navigating uncertainty: A path for business owners

February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Family Legacy

Driving value: Lending strategies for auto collectors

February 23, 2026Financing for iconic automobiles can turn your passion into a powerful financial tool. Read more about lending strategies and how you can leverage them for success.Read Now
Wealth Planning

What are the tax changes for 2026?

February 23, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
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