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
Is the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Business succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Where to invest cash to boost its yield
June 1, 2026Cash 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
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
What is a living trust?
May 27, 2026You 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
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowIs the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowBusiness succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowWhere to invest cash to boost its yield
June 1, 2026Cash 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 NowIf the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWhat is a living trust?
May 27, 2026You 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 NowWhat motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now