Wealth Partners

The JMT Group

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.