Wealth Partners
The O’Callaghan Thomas Group

Awards and Industry Recognition

Barron's

Top 50 Private Wealth Management Teams
2020
Top 100 Women Financial Advisors
2021 • 2020 • 2017 • 2016
Top 100 Financial Advisors
2016

Forbes

Best-In-State Wealth Advisors
2021 • 2020
Top 100 Women Wealth Advisors
2022 • 2021 • 2020
America's Top 100 Wealth Advisors
2021 • 2020

Crain’s NY

Notable Women in Financial Advice
2020
About The O’Callaghan Thomas Group

Welcome

The O'Callaghan Thomas Group is committed to providing exceptional investment guidance to ultra-high-net-worth individuals, families, executives and entrepreneurs. We are proud to have built a highly responsive, high-touch practice that seeks to grow and preserve our clients' wealth and help them leave a legacy for future generations.
We draw on the strength and capabilities of each team member to deliver a family office-style experience. By limiting our practice to a select number of individuals, we interact in a dynamic and attentive manner. Our discovery process is detailed, and we seek to understand the nuances of clients' unique aspirations and complexities. These insights enable us to offer truly comprehensive institutional-quality investment management strategies and full-service support to address the sophisticated challenges of significant wealth.
The portfolios we develop are tailored to differentiated financial goals with a focus on preserving capital and balancing liquidity. Emphasis is placed on appropriate asset allocation as the foundation for both tactical and long-term strategies. All of this is done holistically, with an eye on the total financial picture. We take into account the entirety of each client's capital and analyze both sides of their balance sheet to design approaches that reflect specific concerns. Individualized needs may include diversification strategies, liquidity management, tax considerations, multigenerational planning and philanthropic giving.
As a part of J.P. Morgan, we are backed by one of the largest and most respected companies in the world. Our direct access to the global resources and platforms of the firm enables us to convey the highest caliber of wealth management services in the areas of investment management, personalized banking and individualized lending.

Investment Approach

We are proud to have built a highly responsive, high-touch practice that seeks to grow and preserve our clients' wealth and help them leave a legacy for future generations.
A client-centered approach to wealth management
We serve the wealth management needs of ultra-high-net-worth individuals, families, executives and entrepreneurs, delivering comprehensive and personalized investment guidance. We seek to grow and preserve our clients' wealth and help them leave a legacy for future generations. Our team comprises highly seasoned professionals who blend more than 30 years of investing proficiency and market knowledge to offer a family office–style experience. This client-centric approach enables us to attend to differentiated goals and objectives in a truly tailored manner.
High-touch level of service
We pride ourselves on being a highly responsive, high-touch team that seeks to grow and preserve wealth and help leave a legacy for future generations. Customer service is our utmost consideration, and we keep clients' interests at the forefront of each interaction. By working with a limited number of individuals, we are able to provide a trusted and value-added relationship.
A focus on capital preservation
We develop portfolios targeted to each client's individualized needs through a conservative method that places emphasis on preserving capital and balancing liquidity. Our intent is to help ensure that strategic plans balance the demand for strong investment management, effective estate planning and accounting requirements.
A detailed and disciplined investment process
Recognizing that each financial situation is different, we use a consultative process that is attuned to clients' specific needs and goals. Our mission is to offer institutional-quality investment management strategies and full-service support to address the sophisticated challenges of significant wealth.
Listening to understand—By getting to know the financial nuances of each individual and their families, we can develop a plan to address specific concerns. This involves a deep diagnostic assessment that looks at both sides of the balance sheet, analyzing assets as well as liabilities to see how they may be better managed.
Creating strategic asset allocations—A diversified allocation forms the foundation of investment plans, and we choose from a broad array of asset classes and third-party managers to select the most appropriate vehicles for our clients.
Addressing tax, trust and estate considerations—Our practice is a holistic one, and we strive to develop a seamless connection with our clients' trust attorneys, accountants and other outside professionals to ensure that the entirety of each financial picture is considered.
Designing tailored wealth management portfolios—The wealth management strategies we build and implement are tailored to our clients' objectives—whether they seek to manage the complexities of concentrated positions and restricted stock, desire investment ideas for a specific goal or have multigenerational wealth planning challenges.
Integrating planned flexibility—We typically manage a sleeve of short-duration assets, which enable us to remain tactical and adjust to temporary market fluctuations.
Performing ongoing assessments—Continuous portfolio evaluation allows us to rebalance strategies as personal goals and market conditions evolve.
J.P. Morgan brand
Our team affords direct access to the intellectual capital and global financial resources of J.P. Morgan to help care for the full complement of each client's unique objectives. We are pleased to provide a broad array of products and services, including credit and lending opportunities, private banking, generational wealth transfer ideas and philanthropic giving.

Meet Our Team

Insights

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