"The first step towards getting somewhere is to decide that you are not going to stay where you are."
LBR Partners

LBR Partners

"The first step towards getting somewhere is to decide that you are not going to stay where you are."
About LBR Partners

A strategic partnership designed to provide our clients with a high-end wealth advisory experience.

LBR Partners was founded by three talented Wealth Advisors, strategically established to combine our collective viewpoints and skillsets, so we may ultimately deliver our clients a boutique-quality wealth advisory experience. Our mission is to articulate first-class strategies for your unique needs and to do so in a first-class way.
Our services extend far beyond investments. After developing a thorough understanding of your desired outcomes, we utilize a range of robust resources that help integrate all aspects of wealth management. We leverage J.P. Morgan's comprehensive platform, giving you access to the thought leadership and market perspectives of a global financial powerhouse, with the hands-on touch of our individual capabilities, among which are:

  • Wealth Planning
  • Asset Management
  • Trading
  • Banking Services
  • Lending
  • Estate Planning

We provide our network of product and service specialists for all of our clients to tap their expertise for your unique financial situation, no matter how complex.

Meet Our Team

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.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.