"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

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Wealth Planning

What is a living trust?

June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
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