"Whether our clients are interested in investments, liquidity and credit management, or trust and estate planning strategies, we have the experience and knowledge to help them manage the complexities of significant wealth."
Wealth Partners
The Rizzo, Apple, Schneider and Langbert Group

Wealth Partners
The Rizzo, Apple, Schneider and Langbert Group

"Whether our clients are interested in investments, liquidity and credit management, or trust and estate planning strategies, we have the experience and knowledge to help them manage the complexities of significant wealth."

Awards and Industry Recognition

Barron's

Top 1200 Financial Advisors
2021 • 2020 • 2019

Forbes

Best-In-State Wealth Advisors
2020
About The Rizzo, Apple, Schneider and Langbert Group

Welcome

At Rizzo, Apple, Schneider and Langbert Group at J.P. Morgan Wealth Management, we realize that everyone has unique goals. That's why we work closely with our clients to understand their needs and define their objectives. We realize in this technologically advanced world of investments, our clients have many options when it comes to entrusting the security of their financial future. Therefore, we perform a value-added proposition on behalf of our clients and price our services accordingly. With over 100 years of combined experience stemming from diverse portfolio and risk management backgrounds, our team is uniquely positioned to offer highly customized advice and a concierge client experience to exceed each individual client's objectives and goals.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead 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.
(561) 694-5602the.rasl.group@jpmorgan.com