The Tafani Group

"We recognize that no two clients, no two goals, no two plans or risk profiles are alike."
About The Tafani Group

Welcome

We recognize that no two clients, no two goals, no two plans or risk profiles are alike. Accordingly, the members of our team focus on one client at a time and tailor investment portfolios to reflect individualized needs. We deliver attentive, highly personalized service for wealthy families, corporations and institutions.
The Tafani Group believes that in-depth insight leads to the most appropriately differentiated portfolios. Our team spends the time getting to know you and your deepest aspirations, obligations, market experience and tolerance for volatility. We couple this with enduring availability and thoughtful care to help you pursue your distinctive objectives.
With investment proficiencies built over two decades of wealth management experience, we confidently implement complex, sophisticated and challenging financial strategies. Backed by the global power and resources of J.P. Morgan, we afford our clients the widest possible range of capabilities and services.

Meet Our Team

Insights

Banking

Managing cash: Make sure your assets are well protected

January 9, 2024Today, choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Wealth Planning

Trusts: 3 myths and the real story behind them  

January 9, 2024Make sure you know the score before you set up a trust.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.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.