Building a Personal Financial Legacy for Families

We serve the wealth management needs of ultra-high-net-worth individuals and their families, designing long-term strategies that help expand the possibilities their assets represent.

Welcome to The Fonseca Group
Ours is a family practice operating with honesty, integrity, trust, and results. We serve the wealth management needs of ultra-high-net-worth individuals and their families, designing long-term strategies that help expand the possibilities their assets represent.

Experienced advisory guidance
We have been working closely with successful individuals and their families for almost 40 years. Our experience spans the most tumultuous markets in recent history. This rich background has provided us with two important qualities—the knowledge to build effective wealth management strategies and the leadership to help guide clients through both good and challenging economies.

Delivering hands-on and attentive service
By working in a close-knit manner with a limited number of clients, we bring the kind of deep background and personal touch that is invaluable when advising families of considerable wealth. As a practice comprised of multi-generational family members, we understand your desire to protect what you have built in order to leave a legacy for your family. We work seamlessly alongside your accountants and lawyers to ensure the many elements of your financial life work in concert. We are especially adept at preparing the next generation for the financial responsibilities to come.

Offering institutional-caliber capabilities
We draw on the depth of our institutional background to present the same disciplines and processes typically reserved for the world's largest investors. This differentiation enables our team to offer a more sophisticated advisory experience than you may have previously encountered.
Backed by strength you can count on Our capabilities are backed by the fiscal strength and stability of J.P. Morgan's fortress balance sheet to help safeguard your assets in various economic environments. We welcome the opportunity to plan for your financial future and be a partner in your success.