The Lynch Inserra Kaufman Team

Differentiated experience that matters
We work with successful individuals and families like you, who have accumulated significant assets and seek experienced guidance to help optimize your financial picture. Our team stands apart, both in our broad capabilities and our commitment to client service. We use a full team approach that ensures you are backed by the strength of our synergies. Our guidance extends far beyond investing, and we serve as your sounding board, asking tough questions, sharing recommendations and ultimately, helping you make important decisions. We offer a range of comprehensive wealth management services designed to address the nuanced requirements of wealthy individuals and families:

• Portfolio management
• Concentrated positions
• Tax efficiency Portfolios for businesses that self insure
• Education and retirement planning
• Wealth transfer
• Trusts and estates
• Lending
• Financial literacy

Planning and implementation
Planning is the cornerstone of our process, and we begin by evaluating your financial picture to gain a deep understanding of your important objectives and goals. These in-depth conversations help uncover the opportunities and challenges you face and inform our strategies for your scenario.
Once we drill down on your distinct profile, we build a wealth plan that is personalized to your priorities and is complementary to your risk and return mandate. Our team recognizes that different life stages require different approaches, and we manage your portfolios strategically to ensure your assets are working for you along your wealth journey.

Wealth management at scale
We're proud to couple our background and technical know-how with the global resources and thought leadership of J.P. Morgan, which we scale down to align with your needs.