"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

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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