Awards and Industry Recognition
The Grossman Group was founded on the principle that substantial wealth demands bespoke strategies which address every facet of your financial life. With decades of combined experience advising some of the nation's wealthiest individuals and families, our team has been chosen to be part of a select group at J.P. Morgan Wealth Management known as Wealth Partners.
Supported by J.P. Morgan's firm-wide capabilities, the Grossman Group designs customized wealth management plans tailored to you, your family, and your business. In working with us, you can expect a superior level of care, understanding, and professionalism aimed toward helping you achieve your most important goals. We draw on the strength and capabilities of each team member to deliver a family office-style experience.
Serving as your trusted advisors, our team embraces a 360-degree view of your finances to navigate you through complex situations including, but not limited to, portfolio management, multigenerational wealth transfer, executive compensation, liquidity events, charitable giving and strategic use of credit.
Our paramount goal is to enable you to enhance the lives of your family and future generations.
Our Investment Approach
Recognizing each of our clients have unique objectives regarding investment growth, income, and liquidity, our process begins by learning your personal story. Then, in addition to exploring your financial goals and aspirations, we make sure to understand the values most important to you and your family. Working off these data points, we build a detailed analysis which serves as the foundation for our investment recommendations.
The Grossman Group prides itself on developing and implementing sophisticated strategies which we tailor to each client. As such, while building diversified, high-conviction portfolios, we consider investments as well as estate and income tax planning.
Our portfolio construction methodology allows us to customize a strategic asset allocation for your individual needs while maintaining the ability to tactically overweight sectors based on an evolving macroeconomic environment. We utilize a statistically logical mix of both active and passive instruments, always maintaining the proper diversification in line with our firm views and your individual risk tolerance.
As economic and market conditions change, your goals and needs may evolve. Continuous review and evaluation are critical to any well-constructed plan. Portfolio monitoring allows us to rebalance allocations and remain flexible.
Backed by an industry leader, we are pleased to provide you with direct access to the full resources of J.P. Morgan—the extensive research and a world-class suite of products and services available through the global financial capabilities of the firm.
Meet Our Team
Helping you succeed, from residency through retirement
Regardless of where you are in your journey, our team can help you navigate the increasingly complex financial decisions you face.
From the challenges of student loan management to the excitement of your first paycheck, all the way through decisions about how to grow and then transition out of your practice, we will be by your side.
Our specialized knowledge can help you address the specific challenges that physicians face. Our financial planning approach will adapt to your changing needs as you move through your career and life. We offer access to a deep bench of professionals who will ensure that everything works in harmony – and nothing is left unaddressed.
Find out more about the strategies and solutions we provide, which are designed to help you build and protect wealth at every stage.