"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
Investing
How AI can boost productivity and jump start growth
September 4, 2025Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Wealth Planning
Financial checklist: How to talk to your advisor
August 28, 2025Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
Family Legacy
Should new tax rules change how – and when – you donate?
August 28, 2025Passage of the new tax law may change how – and when – you make charitable donations this year and beyond. Here’s how to give effectively while maximizing your impact in this new environment.Read Now
Markets and Economy
Fall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read Now
Business Planning
The importance of business cash management
August 28, 2025Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now
Markets and Economy
Beyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read Now
Family Legacy
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
Business Planning
Thinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read Now
Family Legacy
Insight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowInvesting
How AI can boost productivity and jump start growth
September 4, 2025Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowWealth Planning
Financial checklist: How to talk to your advisor
August 28, 2025Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read NowFamily Legacy
Should new tax rules change how – and when – you donate?
August 28, 2025Passage of the new tax law may change how – and when – you make charitable donations this year and beyond. Here’s how to give effectively while maximizing your impact in this new environment.Read NowMarkets and Economy
Fall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read NowBusiness Planning
The importance of business cash management
August 28, 2025Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read NowMarkets and Economy
Beyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read NowFamily Legacy
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowBusiness Planning
Thinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read NowFamily Legacy
Insight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.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.