"At The JMT Group, we strive to respond to your goals and challenges while delivering unparalleled attention along your wealth journeys. We serve as a trusted ally you can rely on to relieve your financial stress and position you to experience the fullness of life."
The JMT Group

The JMT Group

"At The JMT Group, we strive to respond to your goals and challenges while delivering unparalleled attention along your wealth journeys. We serve as a trusted ally you can rely on to relieve your financial stress and position you to experience the fullness of life."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2019
Top Wealth Advisors Best-In-State
2025 • 2022
Top Next-Gen Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2017
Top Next-Gen Wealth Advisors Best-In-State
2024
Top Wealth Management Teams Best-In-State
2025 • 2023
About 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.

Meet Our Team

Alternative Investments

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

Wealth Planning

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
Markets

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
Sustainability

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
Personalized guidance begins with a conversation.
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