Mark BeachMark BeachManging DirectorWealth Partner
About Mark
Mark Beach is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Mark joined the firm in 2023 after serving as a Wealth Manager for four years at First Republic, alongside his longtime partner, Rick DuPont. Prior to that, Mark was a Senior Vice President at Merrill Lynch/Bank of America, which he joined in 1999 from Lehman Brothers.
In each relationship, Mark helps clients and their families explore "facts and feelings" as both are critical to crafting a strategy in synch with their mindsets. He also educates clients on financial concepts and recommendations to the degree they want—"getting into the weeds" when helpful. Mark credits his team's anticipation, coordination and relentless follow-through for ensuring that strategies are executed accurately and in a timely manner.
Ultimately, Mark believes the success of an advisory relationship should be measured by the value it provides—not just to a single client, and not just in the short term—but to their families and enterprises for years to come.
Mark holds a B.S. in Managerial Economics from University of California, Davis. A longtime boxer, Mark supports the Celiac Disease Foundation. He and his wife, Kristin, have identical twin adult sons and two dogs.
Insights
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How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now