Awards and Industry Recognition

Featured in
Read More
Featured in
Read More

Barron's

Top 100 Private Wealth Management Teams
2021
Top 100 Women Financial Advisors
2021 • 2020 • 2019 • 2018
Top 1200 Financial Advisors
2022 • 2021 • 2020 • 2019

Forbes

America's Top Women Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018
Best-In-State Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018
Top Next-Gen Wealth Advisors
2021 • 2020 • 2019 • 2018 • 2017

Crain's NY

Notable Women in Financial Advice
2020
About The Weikes Group

Welcome

My team and I serve the wealth management needs of family offices, business owners, c-suite executives and real estate investors. Our family office-style approach to handling the intricacies of wealth management allows us to provide a tailored approach for each one of our clients.
Our bespoke services include access to exceptional trading execution, customized portfolio management, concierge banking services, research, mortgages, art, yacht, and aircraft financing.
We work with our client's accountants, attorneys, and cadre of advisors to understand the client's entire financial picture.

How we work

We deliver comprehensive wealth planning strategies that address wealth opportunities within the context of each individual's mandate. Our group works seamlessly alongside the various advisors that are part of our clients' world.
The Weikes Group believes that how we grow with you is just as important as the work we do for you. Our value-added benefit is drawn from the depth of our investment guidance. We embrace the timeless values of quality, integrity, transparency and collaboration.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Investing

Could inflation finally be peaking?

May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
Wealth Planning

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
Taxes

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
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) 272-6664the.weikes.group@jpmorgan.com