Robert Thorburn Team Photo
"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.

Learn More

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

Markets and Economy

The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?

August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
Markets and Economy

When will the Fed hike? It doesn’t matter

August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
Select this article to learn more about our latest insights
Family Legacy

Insight 6: Active cross-generational stakeholder alliance

August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.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.