"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

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Investing

Where to invest cash to boost its yield

May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
Family Legacy

How parents can create financially independent adults

May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.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.