Gary Raczkowski
Welcome
Gary Raczkowski is a Portfolio Manager who brings a personalized style to each client relationship. His business is centered on two principles: Experience may earn respect, but you earn loyalty and trust by investing the time to understand and support each client's individual needs.
Gary serves a select group of high-net-worth clients, corporate executives and business owners. His focus is on managing discretionary portfolios using a combination of technical and analytic skills, amassed over 30 years in the financial services industry, to identify selective sectors and companies in which to invest. He looks to mitigate risk and seek the most positive momentum in today's challenging market.
By taking a client-centric approach, Gary tailors investments to help pursue differentiated objectives, and he continuously adjusts strategies to align with evolving circumstances. Gary's attentive process ensures that he is directly accessible to his clients, affording them the luxury of concentrating on their families and businesses while he attends to their investments.
Gary leverages J.P. Morgan Wealth Management' platform to deliver what his clients require—the personalized service of a boutique organization and access to an extensive range of products and services, including trusts and estates, concierge banking, philanthropy, mortgages and credit.
Meet Our Team
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 NowBusiness 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 NowWhat 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 NowThe 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 NowWhere 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 NowHow parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read NowFinding 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 NowJ.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 NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’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