"With more than a century of combined wealth management experience, we center our guidance around our robust backgrounds. Our focus is on managing the many aspects of your wealth so you may optimize your assets and protect your legacy."
The Lynch Inserra Kaufman Team

The Lynch Inserra Kaufman Team

"With more than a century of combined wealth management experience, we center our guidance around our robust backgrounds. Our focus is on managing the many aspects of your wealth so you may optimize your assets and protect your legacy."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023
About 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.

Meet Our Team

Insights

Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Wealth Planning

Insight 5: Continually evolve and renew the ownership portfolio

July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
Markets

3 considerations for investing in a bull market

July 12, 2024The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.