"By taking a client-centric approach, I tailor investments to help clients pursue differentiated objectives, and continuously adjust strategies to align with evolving circumstances."
Gary Raczkowski

Gary Raczkowski

"By taking a client-centric approach, I tailor investments to help clients pursue differentiated objectives, and continuously adjust strategies to align with evolving circumstances."
About 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

Family Legacy

Family wealth services: Building in a more holistic approach to wealth management

May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
Family Legacy

The value of family engagement and governance in wealth planning

May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
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How to successfully gift to heirs

May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
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