The Karstaedt Group
We recognize that one size does not fit all. As a part of our proprietary goals-based wealth management process, we meticulously analyze each facet of every client's portfolio, in conjunction with preparing a comprehensive wealth plan and cash flow analysis. Importantly, the process is collaborative in eliciting the financial goals and vision that is unique to each client.
In partnership with specialist resources of the firm, we deploy a variety of financial, gifting and estate transfer strategies, to help clients actualize their goals and shape the legacy of their dreams.
The Karstaedt Team utilizes J.P. Morgan's extensive global footprint, award-winning research1 and the expertise of our many internal partners to provide services in the following areas:
>> Portfolio management
>> Tax strategies
>> Business succession planning
>> Retirement planning
>> Education planning
>> Legacy planning
>> Philanthropic planning
>> Trust and estate planning services
Meet Our Team
