
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

April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now