
Kathy L. Frazier
Building a Personal Financial Legacy for Families
A Clear Understanding Of Goals And Requirements
When I work with a new client, I listen to hear their dreams, motivations, passions, and what they want their wealth to do for their family and the community around them. I view my role as an advocate, giving seasoned advice to help them accomplish these legacy goals.
A Focus On The Differentiated Needs Of Women
I have extensive experience working with women, many of whom are enjoying financial independence for the first time. I have made it a personal priority to guide them along their wealth journey, unraveling complexities and communicating hard truths that deliver a level of confidence and comfort.
Access To The Scale And Scope Of J.P. Morgan
I see my role as a gateway to J.P. Morgan, bringing the firm's professional resources directly to each individual. Through my perch at J.P. Morgan Wealth Management, I provide a boutique experience designed to make a large firm feel small and manageable.
Investment Approach
Bespoke Strategies Built Around Your Needs
Offering Seasoned Portfolio Management
I oversee investment approaches designed to make the best use of clients' assets. I consider the entirety of each family's financial picture before recommending tailored, multi-dimensional strategies that drive growth and capital appreciation.
A Partnership Approach To Investing
Together, we construct a portfolio, which I monitor continually. Frequent meetings enable me to ensure that these approaches remain consistent with the objectives at hand. I am adept at rebalancing portfolios as life changes and circumstances evolve. We may also discuss how to prepare for other long-term concerns: estate planning, wealth transfer, mortgages and more.
The Strength Of Institutional-Caliber Guidance
My background in the institutional capital markets affords an information advantage not readily available to individual investors. I leverage these insights to provide a sophisticated yet straightforward advisory experience for the personal wealth management of high-net-worth families.
The Resources Of An Industry Leader
I am backed by the award-winning research team,1 intellectual capital and thought leadership of J.P. Morgan, a global powerhouse in asset and wealth management. My clients benefit from boutique-level support combined with the fortress balance sheet of one of the largest and most respected financial firms in the world.
Portfolios Don't Have To Be Complicated To Be Beneficial
I have a firm belief that finance does not have to be unapproachable, and I don't make recommendations that are difficult for clients to understand. Similarly, I avoid any use of investments that are illiquid or not easily handled.
An Understanding Of Risk And Rewards
My process is client-centric and customized to the objectives, requirements and risk parameters of each investor. I balance portfolios to maximize equity returns while managing risk and downside exposure.
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Insights

5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now