"Whatever your personal goals may be, our wealth management approach is about using your assets to help turn these dreams into reality."
Girard & Associates

Girard & Associates

"Whatever your personal goals may be, our wealth management approach is about using your assets to help turn these dreams into reality."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2023 • 2020 • 2019
About Girard & Associates

Welcome

Attention for What Matters Most
Many clients invest to grow and maintain their assets, but our group has found that wealth is rarely an end in itself; it often serves as a springboard toward your personal and business aspirations and goals. That's why, from the start, we talk openly about your ambitions and encourage you to share with us the concerns that matter most to you. Whether you are interested in planning for future college or health care expenses, considering the sale of a business, the purchase of a home, or preparing to pass your wealth to the next generation, we can develop customized strategies that help get you there.
Our process is designed to deliver a customized, consistent experience that targets not only wealth accumulation and preservation but other areas that go far beyond investment management. We serve as your single point of access to the full breadth of resources at J.P. Morgan—banking, lending, estate planning and more—offering a way to help you manage all of the pieces of your financial life.
Capabilities backed by outstanding credentials
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. We harness the power of our complementary backgrounds, providing many layers of networking and know-how that help enhance clients' lives.
J.P. Morgan Legacy
At J.P. Morgan Wealth Management, we have the backing of one of the largest and most respected financial organizations in the world. The firm's 160-year history of serving individuals and institutions alike allows our team to deliver the highest caliber of wealth management guidance.
We are proud to simplify the path toward wealth management and welcome the opportunity to be a partner in your success.

Meet Our Team

Insights

Wealth Planning

Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges

March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now
Wealth Planning

8 insights from long-lasting global business families

March 22, 2024The hard work doesn’t end once family wealth is established. These eight insights look at how the next generations can become successful stewards of family wealth.Read Now
Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?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.