
The JMT Group
Awards and Industry Recognition





Forbes
We have built our practice to empower clients as they make financial decisions that have a real and lasting impact on their lifestyles and future generations. To do so, we have instituted a set of core principles that drive our advice and counsel:
- Partnership. We work with you to understand your background, philosophy, needs and objectives.
- Organization. Our focus is on bringing order to your financial life at the "macro" level of investments, including insurance, estate planning and taxes, as well as the "micro" level of household cash flow.
- Proactivity. We help you anticipate your life transitions so that you are financially prepared for them.
- Education. Our team provides the resources necessary to facilitate your decisions. We explain the options and risks associated with each choice.
- Objectivity. We understand the emotional elements of financial decisions and provide insight to lend clarity to these important money matters.
- Accountability. An important aspect of our work is helping you prioritize your goals and showing you the necessary steps to pursue them. We are mindful to regularly review your progress toward these important milestones.
Investment and planning approach
We deliver objective, customized wealth management strategies tailored to the individual needs of each client. Our focus is on uncovering each client's priorities, time horizon and risk tolerance so we can align an investment strategy with their unique goals and objectives. Backed by the financial strength of J.P. Morgan, we can bring to bear a multitude of solutions and strategies across the many elements of wealth management that align a client's portfolio with their long-term financial goals.
Portfolio Management
- Open platform construction. No obligation to invest in specific products. Clients come first, not products. It's our fiduciary duty.
- Tax-efficient core investment portfolios utilizing both active and passive strategies where appropriate
- Diversification strategies for concentrated positions
- Exclusive access to alternative and private investments
- Access to the depth and breadth of J.P. Morgan's research teams across all asset classes
Wealth Planning
- Net worth projections and Monte Carlo simulations
- Cash flow and liquidity management
- Retirement strategies
- Business succession
Trusts and Estates
- Strategies designed to maximize protection and minimize estate taxes
- Insurance review and needs analysis
- Advanced wealth transfer strategies
Our commitment to personal relationships has always been a cornerstone of our business. At every opportunity, we seek to add meaningful value to our clients' lives through the design and implementation of sophisticated and highly personalized planning and investment strategies. Whatever your life stage, we work closely with you and your family to address your aspirations with care and understanding.
Meet Our Team

Market conditions have evolved. As a result, we believe that private markets may present opportunities that differ from those in the public markets. They can offer the potential to:
- Enhance the diversification of your portfolio;
- Implement strategies which seek to enhance returns;
- And help you access a broader range of investment opportunities.
For these reasons and more, alternative investments can be central to how we serve clients. We believe alternatives are worth considering in many investors' portfolios.
Because alternative investments can be complex, they require an in-depth understanding to evaluate. Our team draws on the strength of our alternative investments platform to help us identify potential investment opportunities for our clients. Let's start a conversation if you're interested in learning more.
Insights

Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now