
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

Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now