
Wealth PartnersE&C Private Wealth
Awards and Industry Recognition

Forbes
Welcome
E&C Private Wealth offers a personalized approach to wealth management, tailored to your needs. With over fifty years of combined experience, knowledge, and sound judgment, our team has built a practice founded on hard-earned expertise. We specialize in customized planning strategies, leveraging Ethan's deep knowledge of working with individuals, families and foundations, along with Sean's experience in successfully leading J.P. Morgan Advisors' $150 billion investment platform through various market cycles. This partnership brings a unique blend of seasoned expertise.
Multi-generational perspective
We understand the importance of consistent advice for long-term success. Our multi-generational approach helps us address family planning needs, offering guidance on opportunities and challenges. With a rich history and extensive experience, both E&C Private Wealth and J.P. Morgan have been instrumental in assisting families with multi- and inter-generational wealth growth and transfer. We share best practices honed from advising ultra-high-net-worth clients, ensuring that your family's legacy is preserved and enhanced across generations.
Facilitation and accessibility
Our goal is to be your trusted advisors during significant life events, whether they are personal, business-related, or any major decision with a financial impact. We provide access to a deep bench of J.P. Morgan's expert professionals across a multitude of fields, offering guidance and support to simplify financial decision-making. This allows you to focus on what truly matters.
Backed by J.P. Morgan
E&C Private Wealth leverages our expertise with J.P. Morgan's esteemed reputation and fortress balance sheet. We are your guide to the vast array of solutions and services that J.P. Morgan offers, providing you with direct access to their comprehensive resources.
Meet Our Team
Specialist Resources

As a professional, you have put years of work into building your business—now is the time to capitalize on your investment. My team and I have decades of experience working with successful people just like you, freeing you to focus on your clients.
Please use the guide questions below to let us know how we can assist you. Click 'Connect with Us' to tell us what you need.
- Let us know what JPMorgan services and solutions we can bring to your attention.
- Are you interested in trust and estate strategies?
- Is business succession planning of interest to you?
- Can we help you with analyzing and modeling your wealth accumulation, wealth preservation and legacy goals.
