Empower your financial wellness so you can focus on your business

At Ethan Emma & Associates at J.P. Morgan, we offer bespoke wealth management services and strategy.
Our sophisticated suite of services includes:
Access to Research
We act as a powerful gateway to J.P. Morgan's award-winning research¹ and industry-leading thought leadership, empowering you to make informed decisions about your investments and overall wealth strategy.
Below are three examples of J.P. Morgan's insightful thought leadership pieces.
‎‎ • Guide to the market: A comprehensive resource that provides an in-depth review of global economic trends, market performance and investment insights.
• Weekly market recap: A succinct summary of the key events and trends that shaped the markets over the past week.
• Eye on the Market: A thought-provoking newsletter, authored by Michael Cembalist, Chairman of Market Investment Strategy at J.P. Morgan Asset & Wealth Management, covering economic trends, financial markets and geopolitical events.
Wealth Planning
Sound wealth planning should consist of a structured, tailored approach to managing and growing your assets in alignment with your goals, seeking to ensure their stability over the long term.
‎‎ • Tax-efficient strategies
‎‎ • Wealth transfer approaches
‎‎ • Legacy planning
‎‎ • Trusts and estate management
‎‎• Business succession planning
Investment Management
We leverage decades of investment management experience to craft a portfolio customized to your individualized risk tolerance. This entails analyzing market trends, selecting appropriate asset classes and helping make informed decisions to balance risk while optimizing returns.
• Retirement planning
• Proprietary and third-party investment strategies
• Alternative investments
• Education planning
• Diversification strategies
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_{¹Source: Institutional Investor, 2023}