The Tafani Group

"We recognize that no two clients, no two goals, no two plans or risk profiles are alike."
About The Tafani Group

Welcome

We recognize that no two clients, no two goals, no two plans or risk profiles are alike. Accordingly, the members of our team focus on one client at a time and tailor investment portfolios to reflect individualized needs. We deliver attentive, highly personalized service for wealthy families, corporations and institutions.
The Tafani Group believes that in-depth insight leads to the most appropriately differentiated portfolios. Our team spends the time getting to know you and your deepest aspirations, obligations, market experience and tolerance for volatility. We couple this with enduring availability and thoughtful care to help you pursue your distinctive objectives.
With investment proficiencies built over two decades of wealth management experience, we confidently implement complex, sophisticated and challenging financial strategies. Backed by the global power and resources of J.P. Morgan, we afford our clients the widest possible range of capabilities and services.

Meet Our Team

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead 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.