About The TBW Group


We provide comprehensive wealth guidance and portfolio management services to high- and ultra-high-net-worth individuals, and public and private companies. Our aim is to offer clients the best of both worlds–institutional-style insights combined with deep capabilities in managing significant assets. Managing over $13 billion in assets, our emphasis on capital appreciation and income generation helps establish our team as one of the premier wealth management groups.
Our holistic approach to wealth management allows us to integrate important financial elements into one cohesive strategy. We partner with outside advisors, accountants and attorneys to help ensure that the entirety of each client's financial picture is considered.

Our Investment Approach

A tailored strategy
Our primary objective is to present guidance that is in the best interests of each client. We bring bespoke investment strategies to meet our clients' needs and a dedication to first-class customer service.
Through customized investment strategies and family—office quality service, we help our clients grow, protect and pass on what they have worked hard to build. We are proud to serve multigenerational families that entrust us with their assets.
Capabilities backed by robust resources
At J.P. Morgan Wealth Management, we are backed by one of the largest and most respected companies in the world. Our 200-year history of serving individuals and institutions alike allows us to deliver the highest caliber of wealth advisory services in the areas of investment management, personalized banking and individualized lending.
Single point of contact
By tapping the extensive resources of the firm, we provide direct access to a suite of value-added products and services to address wide-ranging wealth management needs:

  • Investment Management
  • Fixed Income Approaches
  • Cash Management
  • Trust and Estate Considerations
  • Generational Wealth Transfer
  • Credit and Lending Services
  • Retirement Planning
  • Philanthropic Giving
  • Personalized Banking

Meet Our Team



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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.
(212) 272-7461