Alan Ertel
Welcome
Recognizing that every financial situation is different, Alan sees his role as that of trusted advisor, providing leadership and direction to develop appropriate investment strategies. His industry knowledge and tenure with the firm assist him in bringing together the necessary professionals to address client needs. Whether the objective is to purchase a second home, sell a business or diversify a concentrated stock position, Alan engages the vast planning and financial resources available at J.P. Morgan—strategic investments, trusts and estates, private banking, philanthropy, mortgages and credit—to address clients' specific requirements and help them meet their individual goals.
Tailored Investment Approach
Alan employs a highly individualized approach to each client and their particular financial focus that extends beyond investment advice and implementation. His process is anchored in careful due diligence, which involves a thorough assessment of a client's assets, liabilities, sources of income, living expenses, and retirement options. Alan identifies each client's objectives—financial growth, preserving capital or a steady flow of monthly income—and develops tailored plans that align with their goals. He utilizes equities, fixed income instruments, mutual funds, exchange-traded funds and private equity to construct each strategy. Alan maintains and monitors investment plans with efficiency and clarity to address changes in personal scenarios or market conditions and strives for returns that are superior to the S&P 500.
Using a needs-based framework, Alan helps clients develop and execute clear, disciplined investment plans that provide for short-term liquidity, long-term growth and, importantly, risk tolerance. He invests with two main goals: to increase the probability of success and to ensure peace of mind with planning and risk-adjusted returns. The J.P. Morgan platform allows Alan to leverage intellectual capital on a global basis and relationships that provide access to some of the best money managers around the world.
Meet Our Team
Insights
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read Now
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read Now
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowWhy the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowThe impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowHealth care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowHow to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowPreserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now