The Fonseca Group

Welcome to The Fonseca Group, a family-based team
Our multi-generational family practice has served the wealth management needs of ultra-high-net-worth individuals and their families for over 40 years. Our focus is on designing long-term strategies that help expand the possibilities your assets represent.

One of the best parts of advising families like yours is that we, too,
are in various stages of our personal journeys. Our team shares many
of your goals related to lifestyle choices and the efficient transfer of wealth. We invest 'side-by-side' with you to pursue these objectives
and offer continuity of advice for the next generation to pass on your financial values.

Personalized finance approach

Because we are deeply familiar with the financial changes you face, we understand your desire to partner with a team you can trust with your most meaningful aspirations. We take our mandate seriously and enhance your comprehension of financial concepts and tools as we guide you in making informed wealth management decisions. By working in this close-knit fashion, we deliver the confidence that your wealth is being carefully handled.

Experienced advisory guidance

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 assist clients in navigating both good and challenging economies.

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. We work seamlessly alongside your accountants and lawyers to ensure that the many elements of your financial life work in concert.

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.