
Wealth PartnersThe Venetos Group
Welcome
Advisory guidance for the complexities of wealth
We have been working closely with successful individuals and their families and our experience spans multiple market cycles and some of the most volatile economic environments in recent history. Drawing upon this rich background, we provide leadership and direction to oversee the intricacies that often accompany the accumulation of significant assets.
Client-focused customization
Our objective is to help clients preserve the wealth that they have worked to build. To this end, we develop portfolios that are tailored specifically for each individual, rather than chasing fads. Our process is attentive and we listen carefully to the aspirations our clients have for their capital. Taking a long-term view, we strategically establish an asset allocation that complements individualized risk parameters and personalized goals.
A gateway to the resources of an industry leader
J.P. Morgan is among the most trusted and respected financial institutions of its kind. We coordinate the breadth and power of the firm's resources to provide strategies that extend far beyond investment management. By looking after financial requirements with a comprehensive focus, our clients have the comfort of knowing that the totality of their wealth is addressed in one place.
Investment Approach
Delivering full service and hands-on capabilities
We recognize that affluent individuals have specific issues that require a discerning approach. Our practice is limited to a select group of clients so we can deliver an attentive level of service. Partnering together with you, we serve as a trusted advisor to guide you through the intricacies of financial decision-making.
Connected to an array of resources
As your first point of contact, we serve as a gateway to the products and services of J.P. Morgan, which are readily available as the need or opportunity arises – banking, lending, mortgages, and credit. This comprehensive approach helps ensure that we attend to the entirety of your needs.
A focus on capital preservation
We employ a tailored process to place you in an asset allocation that aligns with your objectives, concerns, risk tolerance and financial intentions. Our approach is strategic and designed to help protect your capital against potential volatility in the marketplace. Through thoughtful implementation, we help ensure that you understand the value of each decision and gain the confidence to stay the course in both good and challenging times.
Active portfolio management
As a member of the J.P. Morgan Portfolio Manager Program, we are part of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and subject to ongoing quantitative and qualitative reviews to assess investment strategies. The extensive range of actively managed strategies that can be employed are tailored with each client's specific investment goals in mind.
Research-driven insights
We tap J.P. Morgan's tools, metrics, and award-winning research team1 along with 3rd party data sources to develop an informed view of the investment landscape. These inputs enable us to refine sophisticated market data into meaningful information, to provide you with a better understanding of your financial decision-making.
Ongoing review and management
Just as economic and market conditions evolve, your goals and needs may transform as well and merit ongoing consideration and analysis. Continuous portfolio evaluation allows us to rebalance allocations and remain flexible.
J.P. Morgan legacy
At J.P. Morgan, we have the backing of one of the largest and most respected financial organizations in the world. The firm's 160-year history of serving individuals and institutions alike allows me to deliver the highest caliber of wealth management guidance.
We are proud to simplify the roadmap toward investment management and aspire to be a partner in your success.
Meet Our Team
Specialist Resources
Insights

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
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
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
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
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
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now