The Shirley Group
Welcome
The Shirley Group's mission at J.P. Morgan Securities is to provide clients with a detailed approach to strategically manage their financial affairs. We expect to deliver exemplary service and insight from our team of professionals who comprise The Shirley Group. We are strong believers in a client-centric approach to the advisory process, which is designed to help you grow and preserve your wealth.
Through a detailed understanding of our clients' financial needs and plans for the future, we create a portfolio that is geared toward the preservation of capital utilizing financial products across all asset classes.
In today's fast-paced society, professional asset management has never been more important. We believe that J.P. Morgan has a broad platform to help enable us to execute our designed strategy effectively, while providing a well-known institution to keep your money.
We are relationship-driven and look to move beyond what is quantifiable to understand each client's unique needs. Making sure we bring a high level of professionalism and integrity to everything we do, we give our clients the confidence that they are on the right path.
The Shirley Group draws upon experience to provide financial guidance for your wealth management, including:
- 401(k) plans
- Estate and succession planning strategies
- 529 college savings plans
- Retirement planning
- IRA and IRA rollovers
- Sale of restricted and controlled stock
- Retail banking
Meet Our Team
Insights
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now
3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
New Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowShock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowDecember 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowPlanning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowYour values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowRetirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read NowMaximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read NowIncentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowNew Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now