Wealth PartnersGFT Partners
GFT Partners combines nearly a century of collective experience in wealth management to offer a macro-driven approach with a strong emphasis on risk management and a focus on the individualized needs of each client.
Welcome
With decades of combined financial services background, we have navigated every market condition, from booming highs to challenging lows. While many advisors have only seen a rising market, we bring a seasoned perspective to wealth management. This depth of knowledge allows us to design personalized strategies that grow and protect your assets while providing the peace of mind that comes from knowing you're in capable hands.
Our team is structured to utilize our diverse skill sets coupled with the robust resources and intellectual capital of J.P. Morgan, one of the world's most respected financial institutions, to deliver exceptional value to our clients. Our mission is to provide you with the personalized services of a boutique firm while harnessing the fortress balance sheet and strength of a global leader. Together, we develop and deliver bespoke strategies in Wealth and Portfolio Management, Estate Planning and Tailored Lending. We strive to deliver innovative approaches that are grounded in extensive market knowledge, ensuring our clients can pursue their financial goals with confidence.
Our deep experience, collaborative approach and access to the global resources of J.P. Morgan give us the ability to provide both deep insights and innovative strategies, ensuring that your wealth plan adapts to market conditions while evolving with you through every stage of life. With us, you're not just a client—you're a partner in a relationship built on trust, transparency and a shared commitment to your long-term success.
Meet Our Team
Insights

J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
3 key contrasts shaping market momentum
November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read Now
Understanding disability insurance
November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read Now
Changing your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read Now
A loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
Delayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
What is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
3 key contrasts shaping market momentum
November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read Now
Understanding disability insurance
November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read Now
Changing your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read Now
A loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
Delayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
What is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now




