Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2024
Top Wealth Advisors Best-In-State
2025
Top Women Wealth Advisors Best-In-State
2025 • 2024 • 2023 • 2022
Top Next-Gen Wealth Advisors
2021 • 2019
Top Next-Gen Wealth Advisors Best-In-State
2023 • 2022

About Annemarie von der Goltz

Annemarie von der Goltz is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

As a founding member of SVDG Partners, Annemarie is dedicated to protecting, growing and transferring clients' wealth. She advises a diverse and accomplished client base that includes private business owners, C-suite executives, entrepreneurs and high-net-worth families.

Annemarie's background in alternative investments inspired her to change from a lens singularly focused on hedge funds and private equity to one that encompasses the bigger picture. She considers the entirety of each individual's financial goals—investment requirements, trust & estate objectives, philanthropy, education and retirement objectives— when crafting her recommendations. One of Annemarie's main priorities is to speak the same financial "language" as her clients, an essential building block for developing lasting relationships. Her strength lies in the integration of the many qualitative details that form the basis of a comprehensive plan.

With a steadfast desire to stand as an advocate for clients and deliver sound guidance, Annemarie and her business partner, Doug Sonnenshein, established SVDG Partners in 2011. Together, they have gained firsthand entrepreneurial insight, and are proud to have built their team from the ground up in a manner that aligns with their aspirations and ethics.

Annemarie began her career at a boutique hedge fund in Boston, performing portfolio analysis. Eventually, she moved on to spearheading client relations for two separate private equity funds. These experiences informed Annemarie's market perspective and investment thesis, and drove her to pursue an M.B.A. from Columbia Business School.

Upon graduation and the completion of an internship with the Private Wealth Management division at Goldman Sachs in Miami, Annemarie was recruited by several firms and joined the Credit Suisse Private Bank in New York where she remained for five years. She has been at J.P. Morgan since 2016, drawn to the freedom and flexibility of the firm's open- architecture platform. Annemarie holds the CERTIFIED FINANCIAL PLANNER® designation, one of the most respected wealth management certifications in the industry. She utilizes this knowledge while working with clients to formulate customized strategies for pursuing short- and long-term goals.

Annemarie is an alumna of St. Paul's School in New Hampshire and attended Yale University, where she was a member of the crew team and earned a B.A. in History. She continues to be an active supporter of her alumni organizations.

Fluent in German, Annemarie lives in Manhattan with her husband and two children, where she delights in hosting dinner parties. She travels as much as possible, enjoys wing shooting—her British Lab loves to retrieve—athletic pursuits of all kinds, and is an avid reader, particularly of historical novels.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
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