"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."
The Shirley Group

The Shirley Group

"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."
About 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

Outlook

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Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
Personalized guidance begins with a conversation.
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