Wealth PartnersMaybach Partners
Awards and Industry Recognition
Forbes
Best-In-State Wealth Advisors
2021 · 2020 · 2019 · 2018
Financial Times
Top 400 Advisors
2020 • 2019 • 2018 • 2017
Barron's
Top 1200 Financial Advisors
2021
About Maybach Partners
Welcome
Maybach Partners is dedicated to the stewardship of significant wealth and financial assets.
We serve diverse and sophisticated clients, ranging from high-net-worth individuals and their families to organizations such as publicly traded companies, universities and municipalities.
Our many years of addressing the complex needs of substantial wealth have positioned us to deliver a broad range of services, including investment advisory and traditional brokerage capabilities.
Our Suite of Financial Services
Introducing our suite of financial services
Individuals
Advisory Portfolio Management
Brokerage Services
Corporate Executive Services
Lending and Mortgages
Estate Planning and Wealth Management
Institutions
Investment Advisory
Brokerage Services
Cash Management
ERISA Capabilities
Collateralized Asset Lending
A personalized and disciplined approach
- We build tailored portfolios and deliver value-added services that seek to address specific needs
- We offer both discretionary and non-discretionary portfolio management
- We believe our team is differentiated by the level of attention and due diligence we provide to every detail
- We provide access to the capital markets and broad resources of J.P. Morgan
Experience matters
- Highly knowledgeable team with a combined 150 years of experience
- Our creative approach results in customized strategies for each client
- We integrate our varied backgrounds to deliver multi-discipline capabilities
- We have built a strong infrastructure for client support
- We work to help our clients access J.P. Morgan Commercial Bank, Private Bank, and Investment Bank in order to facilitate their needs
Our mandate
As true stewards of our clients' wealth, we are always mindful of the need to deliver an institutional quality of financial advice for the clients we serve.
Our Investment Approach
How Maybach Partners works with you:
- We get to know you
- We identify any gaps or weaknesses in your current plan
- We develop a customized strategy to meet your personal goals
- We align your objectives with an appropriately tailored investment portfolio
- We provide exceptional services Our principal rule of investing is to use common sense. Whether your portfolio is designed using individual investments or institutional money managers, Maybach Partners' stringent due diligence process aims to capitalize on upside participation while limiting downside risk. We do this through proper asset allocation, diversification, and by focusing on prudent investments. Our conservative bias is borne out of the belief that clients' hard-earned capital should be protected.
Meet Our Team
Insights
Investing
5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read Now
Investing
Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read Now
Investing
How are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read Now
Wealth Planning
The intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read Now
Wealth Planning
Key actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read Now
Wealth Planning
New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead Now
Investing
The case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read Now
Investing
There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read Now
Investing
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read Now
Investing
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read Now
Investing
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read Now
Wealth Planning
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read NowInvesting
5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read NowInvesting
Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read NowInvesting
How are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read NowWealth Planning
The intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read NowWealth Planning
Key actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read NowWealth Planning
New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead NowInvesting
The case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read NowInvesting
There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read NowInvesting
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read NowInvesting
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read NowInvesting
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read NowWealth Planning
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.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.
(212) 272-2736maybach.partners@jpmorgan.com